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Sponsor portfolioTH

MARINE CREDIT UNION

EIN 39-0827305-financial services-Latest filing 2025
Plans
6
Retirement
1
$37.3M assets
Welfare
5
$622K premiums
Participants
2,330
300 2ND ST. N, STE. 400 - LA CROSSE, WI 54601608-784-7329marinecu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
6 filings
#002401k-$37.3M - 569 part#506Fully Insured-$324K - 338 lives#501Fully Insured-$256K - 401 lives#505Fully Insured-$42K - 301 lives#504Unknown-0 lives#507Self Funded-0 lives

Benefits portfolio analytics

5 plans / $622K premiums / 1,040 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$324K
  • Life$256K
  • Short-term disability$256K
  • Long-term disability$256K
  • Other$256K
  • Vision$42K
Total $622K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • DELTA DENTAL OF CALIFORNIA52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
  • VISION SERVICE PLAN7%
Total $622K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • T I C INC74%
  • GARRETT JERUE15%
  • GCG FINANCIAL LLC11%
Total $23K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARINE CREDIT UNION 401(K) PLAN

401k

Assets$37.3M
Participants569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MARINE CREDIT UNION DENTAL PLAN

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$324K
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501

MARINE CREDIT UNION LIFE AND DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$256K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#505

MARINE CREDIT UNION VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$42K
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#504

MARINE CREDIT UNION EMPLOYEE ASSISTANCE PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

MARINE CREDIT UNION HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MARINE CREDIT UNION 401(K) PLAN401k$37.3M5692024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MARINE CREDIT UNION DENTAL PLANFully InsuredDELTA DENTAL OF WISCONSIN$324K3382025
501MARINE CREDIT UNION LIFE AND DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$256K4012025
505MARINE CREDIT UNION VISION PLANFully InsuredVISION SERVICE PLAN$42K3012025
504MARINE CREDIT UNION EMPLOYEE ASSISTANCE PLANUnknown-$002025
507MARINE CREDIT UNION HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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