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Filings through Oct 24, 2026.

Westconsin Credit Union

EIN 39-0823125-financial services-Latest filing 2025
Plans
6
Retirement
1
$87.5M assets
Health & Benefits
5
$1.4M premiums
Participants
2,290
PO BOX 160 - MENOMONIE, WI 547510160715-235-3403westconsincu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
6 filings
#033401(k)-$87.5M - 536 part#502Self-funded-$1.1M - 302 lives#503Fully insured-$139K - 449 lives#505Fully insured-$69K - 380 lives#504Fully insured-$53K - 380 lives#506Fully insured-$49K - 574 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Benefits portfolio analytics

5 plans / $1.4M premiums / 2,085 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Life$123K
  • Short-term disability$69K
  • Long-term disability$53K
  • Vision$49K
  • Other$15K
Total $1.4M6 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#033

WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k)

Assets$87.5M
Participants536
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

WESTCONSIN CREDIT UNION PREMIUM CONVERSION PLAN

Self-funded - HCC LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives302
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

WESTCONSIN CREDIT UNION LIFE INSURANCE PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$139K
Covered lives449
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

WESTCONSIN CREDIT UNION SHORT TERM DISABILITY PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$69K
Covered lives380
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

WESTCONSIN CREDIT UNION LONG TERM DISABILITY PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$53K
Covered lives380
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

WESTCONSIN CREDIT UNION VISION PLAN

Fully insured - FSL

Premiums$49K
Covered lives574
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#033WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN401(k)$87.5M5362025
  • WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN$87.5M
    #033 · 401(k) · 2025536

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502WESTCONSIN CREDIT UNION PREMIUM CONVERSION PLANSelf-fundedHCC LIFE INSURANCE COMPANY$1.1M3022025
#503WESTCONSIN CREDIT UNION LIFE INSURANCE PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$139K4492025
#505WESTCONSIN CREDIT UNION SHORT TERM DISABILITY PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$69K3802025
#504WESTCONSIN CREDIT UNION LONG TERM DISABILITY PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$53K3802025
#506WESTCONSIN CREDIT UNION VISION PLANFully insuredFSL$49K5742025
  • WESTCONSIN CREDIT UNION PREMIUM CONVERSION PLAN$1.1M
    #502 · Self-funded · HCC LIFE INSURANCE COMPANY · 2025302
  • WESTCONSIN CREDIT UNION LIFE INSURANCE PLAN$139K
    #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025449
  • WESTCONSIN CREDIT UNION SHORT TERM DISABILITY PLAN$69K
    #505 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025380
  • WESTCONSIN CREDIT UNION LONG TERM DISABILITY PLAN$53K
    #504 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025380
  • WESTCONSIN CREDIT UNION VISION PLAN$49K
    #506 · Fully insured · FSL · 2025574
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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