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Sponsor portfolioTH

LISTERHILL CREDIT UNION

EIN 63-0333902-financial services-Latest filing 2025
Plans
3
Retirement
2
$42.3M assets
Welfare
1
$1.1M premiums
Participants
824
4790 2ND ST - MUSCLE SHOALS, AL 356611285256-383-9204listerhill.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001CashBalance-$26.0M - 287 part#003401k-$16.3M - 312 part#504Mixed-$1.1M - 532 lives

Retirement portfolio analytics

2 plans aggregated / $42.3M assets / 599 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#001)61%
  • CREDIT UNION 401(K) (#003)39%
Total $42.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • (Not disclosed)61%
  • FID INV INST OPS CO39%
Total $42.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)312
  • PLAN AND TRUST (#001)287
Total 599Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$631K
  • Life$330K
  • Short-term disability$330K
  • Long-term disability$330K
  • Other$330K
  • Dental$129K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • SYMETRA LIFE INSURANCE COMPANY57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY30%
  • AMERITAS LIFE INSURANCE CORP.12%
  • VISION SERVICE PLAN2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $145K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LISTERHILL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$26.0M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LISTERHILL CREDIT UNION 401(K) PLAN

401k

Assets$16.3M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LISTERHILL CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LISTERHILL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$26.0M2872024
003LISTERHILL CREDIT UNION 401(K) PLAN401k$16.3M3122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LISTERHILL CREDIT UNION EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.1M5322025
Retirement plans
Welfare plans
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