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Sponsor portfolioTH

PALMETTO CITIZENS FEDERAL CREDIT UNION

EIN 57-0314480-banking-Latest filing 2024
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$3.2M premiums
Participants
772
PO BOX 5846 - COLUMBIA, SC 292505846803-779-1232palmettocitizens.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#003401k-$34.9M - 480 part#501Fully Insured-$3.2M - 292 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$61K
  • Life$48K
  • Short-term disability$48K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • COMPANION LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN0%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • HUB INTERNATIONAL MIDWEST LIMITED67%
  • THE CASON GROUP INC33%
Total $10K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PALMETTO CITIZENS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$34.9M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALMETTO CITIZENS FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - BLUECHOICE HEALTHPLAN SOUTH CAROLINA

Premiums$3.2M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PALMETTO CITIZENS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$34.9M4802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALMETTO CITIZENS FEDERAL CREDIT UNION HEALTH AND WELFARE PLANFully InsuredBLUECHOICE HEALTHPLAN SOUTH CAROLINA$3.2M2922024
Retirement plans
Welfare plans
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