Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Prescription drug$2.3M
- Short-term disability$41K
- Life$35K
- +2 more
Sponsor portfolioTH
POINT BREEZE CREDIT UNION
EIN 52-0447180bankingLatest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$2.4M premiums
Participants
291
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- HILB GROUP OF NEW ENGLAND100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
POINT BREEZE CREDIT UNION RETIREMENT SAVINGS PLAN
401k
Assets$17.9M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
POINT BREEZE CREDIT UNION WELFARE BENEFIT PLAN
Fully Insured - CAREFIRST OF MARYLAND, INC.
Premiums$2.4M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | POINT BREEZE CREDIT UNION RETIREMENT SAVINGS PLAN | 401k | $17.9M | 160 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | POINT BREEZE CREDIT UNION WELFARE BENEFIT PLAN | Fully Insured | CAREFIRST OF MARYLAND, INC. | $2.4M | 123 | 2025 |
Retirement plans
Welfare plans