Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EASTMAN CREDIT UNION
EIN 62-6039479financial servicesLatest filing 2025
Plans
3
Retirement
2
$165.3M assets
Welfare
1
$1.9M premiums
Participants
2,392
2021 MEADOWVIEW LANE - KINGSPORT, TN 37660423-229-8200ecu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $165.3M assets / 1,288 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- SENTINEL PENSION ADVISORS88%
- (Not disclosed)12%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 1,287 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$646K
- Life$621K
- Long-term disability$621K
- Vision$135K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- BLUE CROSS OF CALIFORNIA51%
- RELIANCE STANDARD LIFE INSURANCE COMPANY33%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- VISION SERVICE PLAN7%
- COMPSYCH1%
Broker market share
Schedule A broker compensation
94%top
- SENTINEL INSURANCE AGENCY, INC.94%
- GALLAGHER BENEFIT SERVICES, INC.3%
- DONALD C SAVOY INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN
401k
Assets$146.1M
Participants1,218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EASTMAN CREDIT UNION PENSION PLAN
CashBalance
Assets$19.1M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EASTMAN CREDIT UNION EMPLOYEE WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$1.9M
Covered lives1,287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN | 401k | $146.1M | 1,218 | 2024 | |
| 001 | EASTMAN CREDIT UNION PENSION PLAN | CashBalance | $19.1M | 70 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EASTMAN CREDIT UNION EMPLOYEE WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $1.9M | 1,287 | 2025 |
Retirement plans
Welfare plans