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Sponsor portfolioTH

PEN AIR CREDIT UNION EMPLOYEE HEALTH BENEFIT PLAN

EIN 59-0642991-financial services-Latest filing 2025
Plans
3
Retirement
1
$37.5M assets
Welfare
2
$4.5M premiums
Participants
1,175
1495 EAST NINE MILE ROAD - PENSACOLA, FL 32514850-505-3200LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$37.5M - 499 part#502Mixed-$3.8M - 290 lives#503Fully Insured-$713K - 872 lives

Benefits portfolio analytics

2 plans / $4.5M premiums / 1,162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.7M
  • Dental$713K
  • Vision$713K
  • Life$713K
  • Short-term disability$713K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • COMBINED INSURANCE COMPANY OF AMERICA83%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
Total $4.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • DIGITAL INSURANCE LLC62%
  • CENTRO BENEFITS RESEARCH LLC38%
Total $67K2 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

PEN AIR CREDIT UNION 401(K) PLAN

401k

Assets$37.5M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PEN AIR CREDIT UNION EMPLOYEE HEALTH BENEFIT PLAN

Mixed - FLORIDA BLUE

Premiums$3.8M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PEN AIR CREDIT UNION WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$713K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEN AIR CREDIT UNION 401(K) PLAN401k$37.5M4992024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PEN AIR CREDIT UNION EMPLOYEE HEALTH BENEFIT PLANMixedFLORIDA BLUE$3.8M2902025
503PEN AIR CREDIT UNION WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$713K8722025
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