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Sponsor portfolioTH

COLLINS COMMUNITY CREDIT UNION

EIN 42-0190489-banking-Latest filing 2024
Plans
3
Retirement
2
$29.0M assets
Welfare
1
$143K premiums
Participants
622
1150 42ND STREET NE - CEDAR RAPIDS, IA 524025733319-393-9000collinscu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#023401k-$23.2M - 286 part#022TraditionalDB-$5.8M - 54 part#503Mixed-$143K - 273 lives

Retirement portfolio analytics

2 plans aggregated / $29.0M assets / 340 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN AND TRU (#023)80%
  • PLAN AND TRUST (#022)20%
Total $29.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • AMERICAN UNITED LIFE INSURANCE CO80%
  • (Not disclosed)20%
Total $29.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRU (#023)286
  • PLAN AND TRUST (#022)54
Total 340Click row to drill in

Benefits portfolio analytics

1 plan / $143K premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$43K
  • Other$43K
  • Long-term disability$41K
  • Vision$34K
  • Short-term disability$26K
Total $143K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY76%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY24%
  • DELTA DENTAL OF CALIFORNIA0%
Total $143K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • TRUENORTH COMPANIES LC100%
  • WELLMARK INC0%
Total $27K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#023

COLLINS COMMUNITY CREDIT UNION 401(K) PLAN AND TRU

401k

Assets$23.2M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

COLLINS COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$5.8M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COLLINS COMMUNITY CREDIT UNION EMPLOYEES BENEFIT P

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$143K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
023COLLINS COMMUNITY CREDIT UNION 401(K) PLAN AND TRU401k$23.2M2862024
022COLLINS COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$5.8M542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COLLINS COMMUNITY CREDIT UNION EMPLOYEES BENEFIT PMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$143K2732024
Retirement plans
Welfare plans
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