Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$166K
- Short-term disability$166K
- Long-term disability$166K
- Other$166K
- Vision$32K
Sponsor portfolioTH
FIVE STAR CREDIT UNION
EIN 58-0960142bankingLatest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$198K premiums
Participants
463
5105 MONTGOMERY HWY, PO BOX 2028 - DOTHAN, AL 363022028334-793-7714fivestarcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $198K premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY84%
- VISION SERVICE PLAN16%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIVE STAR CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$13.3M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
FIVE STAR CREDIT UNION WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$198K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIVE STAR CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | 401k | $13.3M | 253 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | FIVE STAR CREDIT UNION WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $198K | 210 | 2025 |
Retirement plans
Welfare plans