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Sponsor portfolioTH

ADDITION FINANCIAL CREDIT UNION

EIN 59-0678236-Latest filing 2025
Plans
2
Retirement
1
$50.2M assets
Welfare
1
$6.0M premiums
Participants
1,022
1000 PRIMERA BOULEVARD - LAKE MARY, FL 327462194407-896-9411
Plans on this EIN
2 filings
#001401k-$50.2M - 651 part#501Fully Insured-$6.0M - 715 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 715 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Prescription drug$5.2M
  • Other$804K
  • Dental$757K
  • Vision$752K
  • Life$752K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $6.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HYLANT GROUP INC100%
Total $383K1 slice

Plan deep-dives

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

ADDITION FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$50.2M
Participants651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADDITION FINANCIAL CREDIT UNION

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.0M
Covered lives715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADDITION FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN401k$50.2M6512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADDITION FINANCIAL CREDIT UNIONFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.0M7152025
Retirement plans
Welfare plans
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