Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$282K
- Dental$282K
- Vision$282K
- Life$56K
- Long-term disability$37K
- Short-term disability$34K
- +1 more
Sponsor portfolioTH
COOSA VALLEY CREDIT UNION
EIN 58-0664019bankingLatest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$416K premiums
Participants
278
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $416K premiums / 355 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
- LIFE INSURANCE COMPANY OF NORTH AMERICA32%
Broker market share
Schedule A broker compensation
76%top
- RICKY STEPP76%
- ROGERS BENEFIT GROUP INC20%
- ASSUREDPARTNERS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COOSA VALLEY CREDIT UNION RETIREMENT SAVINGS PLAN
401k
Assets$13.3M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COOSA VALLEY CREDIT UNION WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$416K
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COOSA VALLEY CREDIT UNION RETIREMENT SAVINGS PLAN | 401k | $13.3M | 154 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COOSA VALLEY CREDIT UNION WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $416K | 355 | 2025 |
Retirement plans
Welfare plans