Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$143K
- Dental$138K
- Vision$138K
- Life$126K
- Short-term disability$126K
- Long-term disability$126K
- +1 more
Sponsor portfolioTH
VIZO FINANCIAL CORPORATE CREDIT UNION
EIN 56-1295697Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$40.2M assets
Welfare
1
$264K premiums
Participants
331
1201 FULLING MILL RD - MIDDLETOWN, PA 170573111800-622-7494
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $264K premiums / 317 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- SYMETRA LIFE INSURANCE COMPANY48%
- CAPITAL ADVANTAGE ASSURANCE COMPANY46%
- UNITED HEALTHCARE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VIZO FINANCIAL CORPORATE CREDIT UNION 401(K) PLAN
401k
Assets$40.2M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VIZO FINANCIAL CORPORATE CREDIT UNION HEALTH & WELFARE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$264K
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VIZO FINANCIAL CORPORATE CREDIT UNION 401(K) PLAN | 401k | $40.2M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VIZO FINANCIAL CORPORATE CREDIT UNION HEALTH & WELFARE PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $264K | 317 | 2024 |
Retirement plans
Welfare plans