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  2. GULF WINDS CREDIT UNION HEALTH AND WELFARE PLAN
Sponsor portfolioTH

GULF WINDS CREDIT UNION HEALTH AND WELFARE PLAN

EIN 59-6143861-banking-Latest filing 2025
Plans
3
Retirement
2
$40.3M assets
Welfare
1
$225K premiums
Participants
874
400 W GARDEN ST - PENSACOLA, FL 325024731850-479-9601gogulfwinds.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001CashBalance-$26.2M - 347 part#002401k-$14.1M - 300 part#501Mixed-$225K - 756 lives

Retirement portfolio analytics

2 plans aggregated / $40.3M assets / 647 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN AND TRUST (#001)65%
  • PLAN AND TRUST (#002)35%
Total $40.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • BENEFIT PLANS ADMIN SERVICES, INC.35%
Total $40.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)347
  • PLAN AND TRUST (#002)300
Total 647Click row to drill in

Benefits portfolio analytics

1 plan / $225K premiums / 756 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$174K
  • Other$52K
Total $225K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNITED HEALTHCARE INSURANCE COMPANY77%
  • AFLAC23%
Total $225K2 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • MICHELLE POLLOOCK33%
  • BRIAN V ANDREWS14%
  • JOHN C POLLOCK12%
  • JESSICA MUSACCHIA12%
  • LEIGH ANNE WHITE11%
  • +3 more
Total $7K8 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

GULF WINDS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$26.2M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GULF WINDS CREDIT UNION 401K PLAN AND TRUST

401k

Assets$14.1M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GULF WINDS CREDIT UNION

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$225K
Covered lives756
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GULF WINDS CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTCashBalance$26.2M3472024
002GULF WINDS CREDIT UNION 401K PLAN AND TRUST401k$14.1M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GULF WINDS CREDIT UNIONMixedUNITED HEALTHCARE INSURANCE COMPANY$225K7562025
Retirement plans
Welfare plans
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