Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$604K
- Long-term disability$604K
- Vision$59K
Sponsor portfolioTH
UNIVERSITY OF WISCONSIN CREDIT UNION
EIN 39-0671465Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$168.8M assets
Welfare
1
$663K premiums
Participants
1,999
8033 EXCELSIOR DRIVE - MADISON, WI 53717608-232-9000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $663K premiums / 1,313 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- RELIASTAR LIFE INSURANCE COMPANY91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST
401k
Assets$168.8M
Participants1,197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
UW CREDIT UNION WELFARE BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$663K
Covered lives1,313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST | 401k | $168.8M | 1,197 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | UW CREDIT UNION WELFARE BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $663K | 1,313 | 2025 |
Retirement plans
Welfare plans