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Sponsor portfolioTH

CLEARVIEW FEDERAL CREDIT UNION

EIN 52-6051818-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$27.3M assets
Welfare
1
$348K premiums
Participants
904
8805 UNIVERSITY BOULEVARD - MOON TOWNSHIP, PA 15108800-926-0003
Plans on this EIN
3 filings
#001401k-$27.3M - 454 part#002401k-$35K - 2 part#507Mixed-$348K - 677 lives

Retirement portfolio analytics

2 plans aggregated / $27.3M assets / 456 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PLAN AND TRUST (#001)100%
  • HEALTHCARE CREDIT UNION (#002)0%
Total $27.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)454
  • HEALTHCARE CREDIT UNION (#002)2
Total 456Click row to drill in

Benefits portfolio analytics

1 plan / $348K premiums / 677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$308K
  • Life$293K
  • Short-term disability$293K
  • Long-term disability$293K
  • Vision$40K
Total $348K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY84%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Total $348K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CU BENEFITS ALLIANCE100%
Total $20K1 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

CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$27.3M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PA HEALTHCARE CREDIT UNION

401k

Assets$35K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

CLEARVIEW FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - LINCOLN FINANCIAL GROUP

Premiums$348K
Covered lives677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$27.3M4542024
002PA HEALTHCARE CREDIT UNION401k$35K22025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507CLEARVIEW FEDERAL CREDIT UNION WELFARE BENEFIT PLANMixedLINCOLN FINANCIAL GROUP$348K6772025
Retirement plans
Welfare plans
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