PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Eastman Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Eastman Credit Union

EIN 62-6039479-financial services-Latest filing 2025
Plans
3
Retirement
2
$182.9M assets
Health & Benefits
1
$1.9M premiums
Participants
2,432
2021 MEADOWVIEW LANE - KINGSPORT, TN 37660423-229-8200ecu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#002401(k)-$163.7M - 1,258 part#001Cash balance-$19.1M - 70 part#502Mixed-$1.9M - 1,287 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $182.9M assets / 1,328 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) INVESTMENT PLAN (#002)$163.7M
  • CREDIT UNION PENSION (#001)$19.1M
Total $182.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • SENTINEL BENEFITS GROUP, LLC$163.7M
  • (Not disclosed)$19.1M
Total $182.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) INVESTMENT PLAN (#002)1,258
  • CREDIT UNION PENSION (#001)70
Total 1,328Select a row to open it

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$646K
  • Life$621K
  • Long-term disability$621K
  • Vision$135K
Total $1.9M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN

401(k)

Assets$163.7M
Participants1,258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

EASTMAN CREDIT UNION PENSION PLAN

Cash balance

Assets$19.1M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

EASTMAN CREDIT UNION EMPLOYEE WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.9M
Covered lives1,287
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN401(k)$163.7M1,2582025
#001EASTMAN CREDIT UNION PENSION PLANCash balance$19.1M702025
  • EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN$163.7M
    #002 · 401(k) · 20251,258
  • EASTMAN CREDIT UNION PENSION PLAN$19.1M
    #001 · Cash balance · 202570

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502EASTMAN CREDIT UNION EMPLOYEE WELFARE PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.9M1,2872025
  • EASTMAN CREDIT UNION EMPLOYEE WELFARE PLAN$1.9M
    #502 · Mixed · BLUECROSS BLUESHIELD OF TENNESSEE, INC. · 20251,287
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica