Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Other$206K
- Life$169K
- Short-term disability$169K
- Long-term disability$169K
- +1 more
Sponsor portfolioTH
WRIGHT PATMAN CONGRESSIONAL FEDERAL CREDIT UNION
EIN 53-0227896Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$2.3M premiums
Participants
355
10461 WHITE GRANITE DRIVE - OAKTON, VA 22124703-934-8300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 246 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
- INOVA EMPLOYEE ASSISTANCE0%
Broker market share
Schedule A broker compensation
52%top
- MERCER HEALTH AND BENEFITS, LLC52%
- MARSH & MCLENNAN AGENCY LLC37%
- BEVERLY WILLIE F6%
- R&B INSURANCE SERVICE LLC3%
- KELL KIMBERLY A2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONGRESSIONAL FEDERAL CREDIT UNION 401(K) SAVINGS PLAN
401k
Assets$22.0M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
CONGRESSIONAL FEDERAL CREDIT UNION HEALTH & WELFARE PLANS
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONGRESSIONAL FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | 401k | $22.0M | 199 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | CONGRESSIONAL FEDERAL CREDIT UNION HEALTH & WELFARE PLANS | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.3M | 246 | 2025 |
Retirement plans
Welfare plans