Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$373K
- Short-term disability$373K
- Long-term disability$373K
- Other$373K
- Vision$79K
Sponsor portfolioTH
TOGETHER CREDIT UNION
EIN 43-0160998financial servicesLatest filing 2024
Plans
2
Retirement
1
$52.4M assets
Welfare
1
$452K premiums
Participants
1,009
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $452K premiums / 924 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- SYMETRA LIFE INSURANCE COMPANY83%
- EYEMED VISION CARE17%
Broker market share
Schedule A broker compensation
63%top
- BROWN & BROWN INSURANCE SERVICES63%
- HAYS COMPANIES, INC.37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOGETHER CREDIT UNION 401(K) PLAN
401k
Assets$52.4M
Participants607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOGETHER CREDIT UNION BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$452K
Covered lives924
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOGETHER CREDIT UNION 401(K) PLAN | 401k | $52.4M | 607 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOGETHER CREDIT UNION BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $452K | 924 | 2024 |
Retirement plans
Welfare plans