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WESTCONSIN CREDIT UNION

EIN 39-0823125-financial services-Latest filing 2025
Plans
6
Retirement
1
$78.2M assets
Welfare
5
$1.4M premiums
Participants
2,286
PO BOX 160 - MENOMONIE, WI 547510160715-235-3403westconsincu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
6 filings
#033401k-$78.2M - 532 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

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HCC LIFE INSURANCE COMPANY78%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • M3 INSURANCE SOLUTIONS INC68%
  • C2 CENTRIC LLC24%
  • WATCHTOWER TECHNOLOGIES INC8%
Total $47K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$78.2M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WESTCONSIN CREDIT UNION PREMIUM CONVERSION PLAN

Self Funded - HCC LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WESTCONSIN CREDIT UNION LIFE INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$139K
Covered lives449
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WESTCONSIN CREDIT UNION SHORT TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$69K
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WESTCONSIN CREDIT UNION LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$53K
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WESTCONSIN CREDIT UNION VISION PLAN

Fully Insured - FSL

Premiums$49K
Covered lives574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
033WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN401k$78.2M5322024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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