PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMMUNITY 1ST CREDIT UNION
Sponsor portfolioTH

COMMUNITY 1ST CREDIT UNION

EIN 42-0686459-financial services-Latest filing 2024
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$2.8M premiums
Participants
760
1100 HUTCHINSON AVE - OTTUMWA, IA 52501641-683-6474c1stcreditunion.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#033401k-$23.5M - 329 part#501Fully Insured-$2.8M - 431 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$155K
  • Short-term disability$63K
  • Life$54K
  • Other$54K
  • Vision$27K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HOLMES MURPHY & ASSOCIATES99%
  • WELLMARK INC1%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

COMMUNITY 1ST CREDIT UNION 401(K) PLAN

401k

Assets$23.5M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY 1ST CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.8M
Covered lives431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
033COMMUNITY 1ST CREDIT UNION 401(K) PLAN401k$23.5M3292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY 1ST CREDIT UNION WELFARE BENEFIT PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.8M4312024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica