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Sponsor portfolioTH

CITY AND COUNTY CREDIT UNION

EIN 41-0191495-banking-Latest filing 2025
Plans
3
Retirement
2
$23.5M assets
Welfare
1
$89K premiums
Participants
410
144 E 11TH ST - ST. PAUL, MN 551012332651-225-2700cccu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002TraditionalDB-$14.1M - 125 part#003401k-$9.4M - 182 part#501Mixed-$89K - 103 lives

Retirement portfolio analytics

2 plans aggregated / $23.5M assets / 307 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CREDIT UNION PENSION (#002)60%
  • POST RETIREMENT Savings (#003)40%
Total $23.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POST RETIREMENT Savings (#003)182
  • CREDIT UNION PENSION (#002)125
Total 307Click row to drill in

Benefits portfolio analytics

1 plan / $89K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$89K
  • Short-term disability$89K
Total $89K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $89K1 slice

Broker market share

Schedule A broker compensation

Split broker
51%top
  • BOYS AND TYLER FIN GRP INC51%
  • DEACON CHARLES KAVANAUGH22%
  • NATIONAL ENROLLMENT PARTNERS LLC12%
  • KRISTIN L FLUEGEL8%
  • CARRIE S FLATEN3%
  • +3 more
Total $12K8 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

CITY AND COUNTY CREDIT UNION PENSION PLAN

TraditionalDB

Assets$14.1M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CCCU POST RETIREMENT SAVINGS PLAN

401k

Assets$9.4M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CITY AND COUNTY CREDIT UNION WELFARE BENEFITS PLAN

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$89K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CITY AND COUNTY CREDIT UNION PENSION PLANTraditionalDB$14.1M1252024
003CCCU POST RETIREMENT SAVINGS PLAN401k$9.4M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CITY AND COUNTY CREDIT UNION WELFARE BENEFITS PLANMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$89K1032025
Retirement plans
Welfare plans
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