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  1. Companies/
  2. Kohler Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Kohler Credit Union

EIN 39-0402815-banking-Latest filing 2025
Plans
3
Retirement
2
$26.8M assets
Health & Benefits
1
$196K premiums
Participants
477
5727 SUPERIOR AVE - SHEBOYGAN, AL 53083920-783-2446kohlercu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001Traditional DB-$17.7M - 133 part#002401(k)-$9.1M - 181 part#501Mixed-$196K - 204 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $26.8M assets / 314 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PLAN (#001)$17.7M
  • PLAN AND TRUST (#002)$9.1M
Total $26.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$17.7M
  • CUNA MUTUAL$9.1M
Total $26.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)181
  • DEFINED BENEFIT PLAN (#001)133
Total 314Select a row to open it

Benefits portfolio analytics

1 plan / $196K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$103K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Dental$79K
  • Vision$14K
Total $196K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KOHLER CREDIT UNION DEFINED BENEFIT PLAN

Traditional DB

Assets$17.7M
Participants133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

KOHLER CREDIT UNION 401(K) PLAN AND TRUST

401(k)

Assets$9.1M
Participants181
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KOHLER CREDIT UNION GROUP HEALTH BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$196K
Covered lives204
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KOHLER CREDIT UNION DEFINED BENEFIT PLANTraditional DB$17.7M1332025
#002KOHLER CREDIT UNION 401(K) PLAN AND TRUST401(k)$9.1M1812025
  • KOHLER CREDIT UNION DEFINED BENEFIT PLAN$17.7M
    #001 · Traditional DB · 2025133
  • KOHLER CREDIT UNION 401(K) PLAN AND TRUST$9.1M
    #002 · 401(k) · 2025181

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KOHLER CREDIT UNION GROUP HEALTH BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$196K2042025
  • KOHLER CREDIT UNION GROUP HEALTH BENEFIT PLAN$196K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025204
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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