Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COMMONWEALTH CREDIT UNION, INC.
EIN 61-0671028financial servicesLatest filing 2025
Plans
3
Retirement
2
$79.1M assets
Welfare
1
$3.2M premiums
Participants
1,031
417 HIGH STREET - FRANKFORT, KY 40602502-564-4775ccuky.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $79.1M assets / 652 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.2M premiums / 581 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$449K
- Life$258K
- Short-term disability$258K
- Long-term disability$258K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
79%top
- ANTHEM LIFE INSURANCE COMPANY79%
- AMERICAN UNITED LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- CONCERN EAP1%
- +3 more
Broker market share
Schedule A broker compensation
91%top
- GALLAGHER BENEFIT SERVICES, INC.91%
- MARGARET C TERRY5%
- WATCHTOWER TECHNOLOGIES INC3%
- MIKE TERRY1%
- THE JAMES B OSWALD COMPANY1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COMMONWEALTH CREDIT UNION PENSION PLAN
TraditionalDB
Assets$59.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$20.1M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COMMONWEALTH CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$3.2M
Covered lives581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COMMONWEALTH CREDIT UNION PENSION PLAN | TraditionalDB | $59.0M | 232 | 2024 | |
| 005 | COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | 401k | $20.1M | 420 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COMMONWEALTH CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully Insured | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $3.2M | 581 | 2025 |
Retirement plans
Welfare plans