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Sponsor portfolioTH

VERIDIAN CREDIT UNION

EIN 42-1132695-banking-Latest filing 2025
Plans
2
Retirement
1
$198.7M assets
Welfare
1
$12.2M premiums
Participants
2,118
1827 ANSBOROUGH AVE - WATERLOO, IA 507016000319-236-5600veridiancu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401k-$198.7M - 1,187 part#510Fully Insured-$12.2M - 980 lives

Benefits portfolio analytics

1 plan / $12.2M premiums / 980 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.8M
  • Dental$677K
  • Other$234K
  • Life$213K
  • Short-term disability$196K
  • Long-term disability$180K
  • +1 more
Total $12.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • DELTA DENTAL OF CALIFORNIA6%
  • STANDARD INSURANCE COMPANY5%
  • ASSURITY LIFE INSURANCE COMPANY1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • +1 more
Total $12.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • ZACH CORPORATION39%
  • PEDERSEN DOWIE CLABBY31%
  • PEDERSEN DOWIE CLABBY & MCCAUSLAND22%
  • PEDERSON DOWIE CLABBY & MCCAUSLAND8%
  • PATRIOT GROWTH INSURANCE SERVICES0%
Total $181K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VERIDIAN CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$198.7M
Participants1,187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

VERIDIAN CREDIT UNION WELFARE PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$12.2M
Covered lives980
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VERIDIAN CREDIT UNION 401(K) PLAN AND TRUST401k$198.7M1,1872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510VERIDIAN CREDIT UNION WELFARE PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$12.2M9802025
Retirement plans
Welfare plans
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