Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$164K
- Vision$164K
- Other$154K
- Life$146K
- Short-term disability$146K
- Long-term disability$146K
Sponsor portfolioTH
MAZUMA CREDIT UNION
EIN 44-0544335bankingLatest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$318K premiums
Participants
599
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $318K premiums / 261 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- AETNA LIFE INSURANCE COMPANY51%
- UNITED OF OMAHA LIFE INSURANCE COMPANY46%
- JANUS ASSOCIATES, INC. DBA BHS3%
Broker market share
Schedule A broker compensation
71%top
- BUKATY COMPANIES71%
- TECHSOURCE INC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MAZUMA CREDIT UNION 401(K) SUCCESS SHARING PLAN
401k
Assets$22.5M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530
MAZUMA CREDIT UNION EMPLOYEE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE CO
Premiums$318K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAZUMA CREDIT UNION 401(K) SUCCESS SHARING PLAN | 401k | $22.5M | 329 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | MAZUMA CREDIT UNION EMPLOYEE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE CO | $318K | 261 | 2025 |
Retirement plans
Welfare plans