Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$109K
- Life$105K
- Short-term disability$105K
- Long-term disability$105K
- Vision$11K
- Other$2K
Sponsor portfolioTH
SPERO FINANCIAL FEDERAL CREDIT UNION
EIN 57-0310635Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$227K premiums
Participants
396
420 E. PARK AVENUE SUITE 100 - GREENVILLE, SC 29601864-232-5588
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $227K premiums / 253 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- DELTA DENTAL OF CALIFORNIA53%
- AMERICAN UNITED LIFE INSURANCE COMPANY46%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
- MAYNARD BENEFITS GRP INC0%
- CASSANDRA B BRABHAM0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SPERO FINANCIAL FEDERAL CREDIT UNION 401(K)/PROFIT SHARING PLAN
401k
Assets$25.7M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPERO FINANCIAL EMPLOYEE BENEFIT PLAN
Mixed - DELTA DENTAL OF MISSOURI
Premiums$227K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SPERO FINANCIAL FEDERAL CREDIT UNION 401(K)/PROFIT SHARING PLAN | 401k | $25.7M | 228 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPERO FINANCIAL EMPLOYEE BENEFIT PLAN | Mixed | DELTA DENTAL OF MISSOURI | $227K | 253 | 2025 |
Retirement plans
Welfare plans