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Sponsor portfolioTH

ACHIEVA CREDIT UNION

EIN 59-0729366-financial services-Latest filing 2025
Plans
2
Retirement
1
$46.3M assets
Welfare
1
$800K premiums
Participants
1,145
PO BOX 1500 - DUNEDIN, FL 34697727-431-7352achievacu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$46.3M - 628 part#501Fully Insured-$800K - 743 lives

Benefits portfolio analytics

1 plan / $800K premiums / 743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$536K
  • Short-term disability$536K
  • Long-term disability$536K
  • Other$536K
  • Health$264K
  • Dental$264K
  • +2 more
Total $800K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $800K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $17K1 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

ACHIEVA CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$46.3M
Participants628
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACHIEVA CREDIT UNION HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$800K
Covered lives743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ACHIEVA CREDIT UNION 401(K) SAVINGS PLAN401k$46.3M6282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACHIEVA CREDIT UNION HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$800K7432025
Retirement plans
Welfare plans
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