Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$411K
- Short-term disability$329K
- Vision$79K
- Long-term disability$62K
Sponsor portfolioTH
ALTRA FEDERAL CREDIT UNION
EIN 39-0662755financial servicesLatest filing 2025
Plans
2
Retirement
1
$73.1M assets
Welfare
1
$551K premiums
Participants
1,112
1700 OAK FOREST DR - ONALASKA, WI 546503500608-787-4500altra.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $551K premiums / 739 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- AMERICAN HERITAGE LIFE INSURANCE COMPANY60%
- STANDARD INSURANCE COMPANY26%
- VISION SERVICE PLAN14%
Broker market share
Schedule A broker compensation
90%top
- TIC INC90%
- GCG FINANCIAL LLC9%
- T I C INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$73.1M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALTRA FEDERAL CREDIT UNION BENEFIT PLAN
Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY
Premiums$551K
Covered lives739
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $73.1M | 639 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALTRA FEDERAL CREDIT UNION BENEFIT PLAN | Mixed | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $551K | 739 | 2025 |
Retirement plans
Welfare plans