PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. City & County Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

City & County Credit Union

EIN 41-0191495-banking-Latest filing 2025
Plans
3
Retirement
2
$26.7M assets
Health & Benefits
1
$89K premiums
Participants
414
144 E 11TH ST - ST. PAUL, MN 55101651-225-2700cccu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002Traditional DB-$15.6M - 129 part#003401(k)-$11.1M - 182 part#501Mixed-$89K - 103 lives

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

Retirement portfolio analytics

2 plans aggregated / $26.7M assets / 311 participants

Assets by plan

Share of aggregate retirement assets

  • CREDIT UNION PENSION (#002)$15.6M
  • POST RETIREMENT Savings (#003)$11.1M
Total $26.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • POST RETIREMENT Savings (#003)182
  • CREDIT UNION PENSION (#002)129
Total 311Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

CITY AND COUNTY CREDIT UNION PENSION PLAN

Traditional DB

Assets$15.6M
Participants129
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CCCU POST RETIREMENT SAVINGS PLAN

401(k)

Assets$11.1M
Participants182
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CITY AND COUNTY CREDIT UNION WELFARE BENEFITS PLAN

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$89K
Covered lives103
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CITY AND COUNTY CREDIT UNION PENSION PLANTraditional DB$15.6M1292025
#003CCCU POST RETIREMENT SAVINGS PLAN401(k)$11.1M1822025
  • CITY AND COUNTY CREDIT UNION PENSION PLAN$15.6M
    #002 · Traditional DB · 2025129
  • CCCU POST RETIREMENT SAVINGS PLAN$11.1M
    #003 · 401(k) · 2025182

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CITY AND COUNTY CREDIT UNION WELFARE BENEFITS PLANMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$89K1032025
  • CITY AND COUNTY CREDIT UNION WELFARE BENEFITS PLAN$89K
    #501 · Mixed · COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · 2025103
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica