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Filings through Oct 24, 2026.

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Ascentra Credit Union

EIN 42-0747751-financial services-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Health & Benefits
1
$333K premiums
Participants
385
2019 GRANT ST - BETTENDORF, IA 527224930563-355-0152ascentra.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401(k)-$19.7M - 211 part#501Mixed-$333K - 379 lives

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

Benefits portfolio analytics

1 plan / $333K premiums / 379 covered lives

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
Total $333K6 rows
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Plan summaries

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

Retirement#002

ASCENTRA CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST

401(k)

Assets$19.7M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ASCENTRA CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$333K
Covered lives379
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ASCENTRA CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST401(k)$19.7M2112025
  • ASCENTRA CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST$19.7M
    #002 · 401(k) · 2025211

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ASCENTRA CREDIT UNION EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$333K3792025
  • ASCENTRA CREDIT UNION EMPLOYEE BENEFITS PLAN$333K
    #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025379
Retirement plans
Health & Benefits plans

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