Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$332K
- Life$273K
- Long-term disability$273K
- Other$273K
- Vision$49K
Sponsor portfolioTH
FOX COMMUNITIES CREDIT UNION
EIN 39-0738415financial servicesLatest filing 2025
Plans
2
Retirement
1
$53.0M assets
Welfare
1
$654K premiums
Participants
1,085
2201 E ENTERPRISE AVE - APPLETON, WI 54913920-993-3764foxcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $654K premiums / 548 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- DELTA DENTAL OF CALIFORNIA51%
- SYMETRA LIFE INSURANCE COMPANY42%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- COTTINGHAM & BUTLER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$53.0M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOX COMMUNITIES CREDIT UNION GROUP HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL OF WISCONSIN
Premiums$654K
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $53.0M | 612 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOX COMMUNITIES CREDIT UNION GROUP HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF WISCONSIN | $654K | 548 | 2025 |
Retirement plans
Welfare plans