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Sponsor portfolioTH

SUNCOAST CREDIT UNION

EIN 59-0291451-banking-Latest filing 2025
Plans
3
Retirement
1
$233.2M assets
Welfare
2
$1.6M premiums
Participants
5,608
6536 E HILLSBOROUGH AVE - TAMPA, FL 33610800-999-5887suncoastcreditunion.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filings
#002401k-$233.2M - 2,929 part#501Mixed-$1.6M - 3,115 lives#511Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 3,115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.1M
  • Long-term disability$615K
  • Vision$351K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA75%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY22%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MERCER HEALTH AND BENEFITS, LLC96%
  • MEMBERS INSURANCE CENTER LLC3%
  • PLANSOURCE BENEFIT ADMINISTRATION1%
  • AON CONSULTING INC0%
Total $187K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SUNCOAST CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$233.2M
Participants2,929
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNCOAST CREDIT UNION HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives3,115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

FLEXIBLE COMPENSATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SUNCOAST CREDIT UNION 401(K) RETIREMENT PLAN401k$233.2M2,9292025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNCOAST CREDIT UNION HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.6M3,1152024
511FLEXIBLE COMPENSATION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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