Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$333K
- Dental$226K
- Vision$226K
- Life$226K
- Long-term disability$226K
- Short-term disability$106K
Sponsor portfolioTH
ASCENTRA CREDIT UNION
EIN 42-0747751financial servicesLatest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$333K premiums
Participants
385
2019 GRANT ST - BETTENDORF, IA 527224930563-355-0152ascentra.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $333K premiums / 379 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- METROPOLITAN LIFE INSURANCE COMPANY68%
- AFLAC32%
Broker market share
Schedule A broker compensation
42%top
- STEVEN L. SWANSON42%
- USI INSURANCE SERVICES LLC12%
- CAITLIN SOFIA SIMONS11%
- TRAVIS MATTOCKS9%
- TARA LYNN SCOTT & OTHERS9%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASCENTRA CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST
401k
Assets$19.7M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASCENTRA CREDIT UNION EMPLOYEE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$333K
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASCENTRA CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST | 401k | $19.7M | 211 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASCENTRA CREDIT UNION EMPLOYEE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $333K | 379 | 2025 |
Retirement plans
Welfare plans