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Sponsor portfolioTH

INSIGHT CREDIT UNION

EIN 59-0626648-banking-Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$2.0M premiums
Participants
262
270 WINDING HOLLOW BOULEVARD - WINTER SPRINGS, FL 327084035407-659-2702insightcreditunion.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$10.0M - 144 part#501Fully Insured-$2.0M - 321 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 321 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Short-term disability$32K
  • Long-term disability$29K
  • Life$28K
  • Vision$10K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • HUMANA INSURANCE COMPANY0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $91K1 slice

Plan deep-dives

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

INSIGHT CREDIT UNION EMPLOYEES SAVINGS PLAN

401k

Assets$10.0M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSIGHT CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INSIGHT CREDIT UNION EMPLOYEES SAVINGS PLAN401k$10.0M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSIGHT CREDIT UNION HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M3212025
Retirement plans
Welfare plans
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