Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$139K
- Short-term disability$139K
- Long-term disability$139K
- Other$139K
- Dental$122K
- Vision$122K
Filings through .
Top hat
Vizo Financial Corporate Credit Union
EIN 56-1295697Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$48.6M assets
Health & Benefits
1
$262K premiums
Participants
344
1201 FULLING MILL RD - MIDDLETOWN, PA 170573111800-622-7494
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $262K premiums / 308 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
VIZO FINANCIAL CORPORATE CREDIT UNION 401(K) PLAN
401(k)
Assets$48.6M
Participants181
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
VIZO FINANCIAL CORPORATE CREDIT UNION HEALTH & WELFARE PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$262K
Covered lives308
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VIZO FINANCIAL CORPORATE CREDIT UNION 401(K) PLAN | 401(k) | $48.6M | 181 | 2025 |
- #002 · 401(k) · 2025181
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VIZO FINANCIAL CORPORATE CREDIT UNION HEALTH & WELFARE PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $262K | 308 | 2025 |
- #501 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025308
Retirement plans
Health & Benefits plans