Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$2.6M
- Vision$2.6M
- Prescription drug$2.6M
- Life$96K
- Long-term disability$96K
- +2 more
Filings through .
Top hat
Southern Energy Credit Union
EIN 63-0328360bankingLatest filing 2025
Plans
2
Retirement
1
$24.6M assets
Health & Benefits
1
$2.7M premiums
Participants
298
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.7M premiums / 342 covered lives
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#001
APCO EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$24.6M
Participants129
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
SOUTHERN ENERGY HEALTH AND WELFARE BENEFITS PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.7M
Covered lives342
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | APCO EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $24.6M | 129 | 2024 |
- #001 · Traditional DB · 2024129
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | SOUTHERN ENERGY HEALTH AND WELFARE BENEFITS PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.7M | 342 | 2025 |
- #509 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025342
Retirement plans
Health & Benefits plans