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Sponsor portfolioTH

CAMPUS USA CREDIT UNION

EIN 59-0637646-banking-Latest filing 2025
Plans
3
Retirement
2
$101.0M assets
Welfare
1
$4.7M premiums
Participants
1,306
PO BOX 147029 - GAINESVILLE, FL 32614352-335-9090campuscu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$59.2M - 413 part#002401k-$41.9M - 482 part#501Fully Insured-$4.7M - 411 lives

Retirement portfolio analytics

2 plans aggregated / $101.0M assets / 895 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • UNION RETIREMENT PLAN (#001)59%
  • CREDIT UNION 401(K) (#002)41%
Total $101.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)482
  • UNION RETIREMENT PLAN (#001)413
Total 895Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 411 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Other$921K
  • Dental$773K
  • Vision$773K
  • Life$773K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • STANDARD INSURANCE COMPANY17%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • GALLAGHER BENEFIT SERVICES, INC.93%
  • SOLACE INSURANCE6%
  • KEEVERS TIMOTHY L1%
Total $256K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAMPUS USA CREDIT UNION RETIREMENT PLAN

TraditionalDB

Assets$59.2M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAMPUS USA CREDIT UNION 401(K) PLAN

401k

Assets$41.9M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAMPUS USA CREDIT UNION WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$4.7M
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAMPUS USA CREDIT UNION RETIREMENT PLANTraditionalDB$59.2M4132024
002CAMPUS USA CREDIT UNION 401(K) PLAN401k$41.9M4822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAMPUS USA CREDIT UNION WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$4.7M4112025
Retirement plans
Welfare plans
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