Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.8M
- Vision$3.6M
- Health$3.6M
- Other$227K
- Life$167K
- Short-term disability$167K
- +1 more
Sponsor portfolioTH
EDUCATIONAL FEDERAL CREDIT UNION
EIN 59-0630270financial servicesLatest filing 2025
Plans
2
Retirement
1
$45.1M assets
Welfare
1
$4.0M premiums
Participants
752
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 414 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- AMERITAS LIFE INSURANCE CORP.2%
Broker market share
Schedule A broker compensation
93%top
- DIGITAL INSURANCE LLC93%
- CENTRO BENEFITS RESEARCH LLC4%
- NATIONAL AGENCY SOLUTIONS LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
EDUCATIONAL FEDERAL CREDIT UNION
401k
Assets$45.1M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE PLAN FOR EMPLOYEES
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.0M
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EDUCATIONAL FEDERAL CREDIT UNION | 401k | $45.1M | 444 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN FOR EMPLOYEES | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.0M | 414 | 2025 |
Retirement plans
Welfare plans