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Sponsor portfolioTH

ROYAL CREDIT UNION

EIN 39-6072970-financial services-Latest filing 2025
Plans
2
Retirement
1
$101.3M assets
Welfare
1
$622K premiums
Participants
1,894
200 RIVERFRONT TERRACE, P.O. BOX 970 - EAU CLAIRE, WI 54703715-858-5232rcu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#011401k-$101.3M - 1,059 part#501Mixed-$622K - 1,000 lives

Benefits portfolio analytics

1 plan / $622K premiums / 1,000 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$551K
  • Long-term disability$219K
  • Life$206K
  • Vision$72K
Total $622K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • STANDARD INSURANCE COMPANY68%
  • CONTINENTAL AMERICAL INSURANCE COMPANY15%
  • VISION SERVICE PLAN12%
  • ARAG INSURANCE COMPANY5%
Total $622K4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • HAYS COMPANIES, INC.57%
  • MARK HOLZINGER22%
  • BROWN & BROWN INSURANCE SERVICES12%
  • NICHOLAS HASELWANDER6%
  • TAD HOWARD ASP4%
  • +3 more
Total $45K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

ROYAL CREDIT UNION 401(K) PLAN

401k

Assets$101.3M
Participants1,059
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROYAL CREDIT UNION GROUP HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$622K
Covered lives1,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
011ROYAL CREDIT UNION 401(K) PLAN401k$101.3M1,0592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROYAL CREDIT UNION GROUP HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$622K1,0002025
Retirement plans
Welfare plans
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