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  2. University of Wisconsin Credit Union
  • Benefits analytics
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Filings through Oct 24, 2026.

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University of Wisconsin Credit Union

EIN 39-0671465-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$168.8M assets
Health & Benefits
1
$663K premiums
Participants
1,999
8033 EXCELSIOR DRIVE - MADISON, WI 53717608-232-9000
Plans on this EIN
2 filings
#002401(k)-$168.8M - 1,197 part#515Mixed-$663K - 1,313 lives

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

Benefits portfolio analytics

1 plan / $663K premiums / 1,313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$604K
  • Long-term disability$604K
  • Vision$59K
Total $663K3 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#002

UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST

401(k)

Assets$168.8M
Participants1,197
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#515

UW CREDIT UNION WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$663K
Covered lives1,313
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST401(k)$168.8M1,1972025
  • UNIV OF WI CU RETIREMENT SAVINGS PLAN AND TRUST$168.8M
    #002 · 401(k) · 20251,197

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#515UW CREDIT UNION WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$663K1,3132025
  • UW CREDIT UNION WELFARE BENEFIT PLAN$663K
    #515 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 20251,313
Retirement plans
Health & Benefits plans

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