Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$670K
- Other$405K
- Life$384K
- Short-term disability$299K
- Long-term disability$299K
- Dental$290K
- +1 more
Sponsor portfolioTH
ALLEGACY FEDERAL CREDIT UNION
EIN 56-6087383financial servicesLatest filing 2024
Plans
2
Retirement
1
$51.6M assets
Welfare
1
$1.4M premiums
Participants
913
PO BOX 26043 - WINSTON-SALEM, NC 27114800-782-4670allegacy.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 585 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- AETNA LIFE INSURANCE COMPANY48%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA21%
- DELTA DENTAL OF CALIFORNIA21%
- MEDMUTUAL LIFE INSURANCE COMPANY6%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +2 more
Broker market share
Schedule A broker compensation
98%top
- HILB GROUP OF NEW ENGLAND98%
- WORKSITE BENEFIT SOLUTIONS INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLEGACY RETIREMENT SAVINGS PLAN
401k
Assets$51.6M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLEGACY FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$1.4M
Covered lives585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLEGACY RETIREMENT SAVINGS PLAN | 401k | $51.6M | 515 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLEGACY FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN | Mixed | AETNA LIFE INSURANCE CO. | $1.4M | 585 | 2024 |
Retirement plans
Welfare plans