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Sponsor portfolioTH

IDEAL CREDIT UNION

EIN 41-0519270-financial services-Latest filing 2025
Plans
2
Retirement
1
$14.9M assets
Welfare
1
$140K premiums
Participants
218
8499 TAMARACK ROAD - WOODBURY, MN 55125651-747-8917idealcu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#022TraditionalDB-$14.9M - 72 part#505Mixed-$140K - 342 lives

Benefits portfolio analytics

1 plan / $140K premiums / 342 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$112K
  • Long-term disability$112K
  • Other$112K
  • Dental$16K
  • Vision$12K
Total $140K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • METROPOLITAN LIFE INSURANCE COMPANY80%
  • HEALTHPARTNERS INSURANCE COMPANY11%
  • VISION SERVICE PLAN9%
Total $140K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

IDEAL CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$14.9M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

IDEAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$140K
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
022IDEAL CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$14.9M722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505IDEAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$140K3422025
Retirement plans
Welfare plans
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