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Sponsor portfolioTH

VYSTAR CREDIT UNION

EIN 59-0690965-banking-Latest filing 2025
Plans
2
Retirement
1
$175.7M assets
Welfare
1
$3.6M premiums
Participants
5,129
76 S LAURA STREET - JACKSONVILLE, FL 32202904-420-5056vystarcu.orgLinkedIn1001-5000 employeesbanking
Plans on this EIN
2 filings
#002401k-$175.7M - 2,789 part#501Mixed-$3.6M - 3,418 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 3,418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.4M
  • Short-term disability$754K
  • Long-term disability$609K
  • Vision$253K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • ARAG INSURANCE COMPANY3%
  • COMPSYCH1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $490K1 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

VYSTAR CREDIT UNION 401(K) PLAN

401k

Assets$175.7M
Participants2,789
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VYSTAR CREDIT UNION MASTER HEALTH AND WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives3,418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VYSTAR CREDIT UNION 401(K) PLAN401k$175.7M2,7892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VYSTAR CREDIT UNION MASTER HEALTH AND WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.6M3,4182025
Retirement plans
Welfare plans
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