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Sponsor portfolioTH

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC.

EIN 54-0674170-banking-Latest filing 2025
Plans
2
Retirement
1
$39.3M assets
Welfare
1
$3.5M premiums
Participants
593
3300 BERKMAR DRIVE - CHARLOTTESVILLE, VA 22901434-964-2028LinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$39.3M - 328 part#501Fully Insured-$3.5M - 460 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 460 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$458K
  • Vision$458K
  • Life$458K
  • Short-term disability$458K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • UVA HEALTH SYSTEM0%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $122K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST

401k

Assets$39.3M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.5M
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST401k$39.3M3282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.5M4602025
Retirement plans
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