Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Dental$649K
- Vision$649K
- Life$649K
- Short-term disability$649K
- Long-term disability$649K
- +1 more
Sponsor portfolioTH
SHARONVIEW FEDERAL CREDIT UNION
EIN 56-6048692bankingLatest filing 2025
Plans
2
Retirement
1
$45.0M assets
Welfare
1
$4.2M premiums
Participants
606
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 541 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- AETNA LIFE INSURANCE COMPANY85%
- PRINCIPAL LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
59%top
- DIGITAL INSURANCE LLC59%
- ENROLLEASE41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SHARONVIEW FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$45.0M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHARONVIEW FEDERAL CREDIT UNION BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$4.2M
Covered lives541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHARONVIEW FEDERAL CREDIT UNION 401(K) PLAN | 401k | $45.0M | 341 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHARONVIEW FEDERAL CREDIT UNION BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $4.2M | 541 | 2025 |
Retirement plans
Welfare plans