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
Sponsor portfolioTH
SOUTHERN ENERGY CREDIT UNION
EIN 63-0328360bankingLatest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$2.7M premiums
Participants
298
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 342 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- USABLE LIFE2%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
62%top
- ABLE BENEFIT SOLUTIONS62%
- DIGITAL INSURANCE LLC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APCO EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$24.6M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
SOUTHERN ENERGY HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.7M
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APCO EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $24.6M | 129 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans