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Sponsor portfolioTH

NEIGHBORS CREDIT UNION

EIN 43-0496315-financial services-Latest filing 2025
Plans
4
Retirement
1
$9.2M assets
Welfare
3
$1.4M premiums
Participants
496
6300 SOUTH LINDBERGH - ST. LOUIS, MO 63123314-892-5400neighborscu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$9.2M - 194 part#502Fully Insured-$1.2M - 187 lives#501Mixed-$173K - 115 lives#504Fully Insured-$3K - 160 lives

Benefits portfolio analytics

3 plans / $1.4M premiums / 462 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$173K
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • Other$173K
Total $173K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $173K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEIGHBORS CREDIT UNION 401 (K) PLAN AND TRUST

401k

Assets$9.2M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NEIGHBORS CREDIT UNION

Fully Insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

NEIGHBORS CREDIT UNION

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$173K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GROUP VISION INSURANCE

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$3K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEIGHBORS CREDIT UNION 401 (K) PLAN AND TRUST401k$9.2M1942024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NEIGHBORS CREDIT UNIONFully InsuredHEALTHY ALLIANCE LIFE INSURANCE COMPANY$1.2M1872024
501NEIGHBORS CREDIT UNIONMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$173K1152025
504GROUP VISION INSURANCEFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$3K1602024
Retirement plans
Welfare plans
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