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Sponsor portfolioTH

ALABAMA CREDIT UNION

EIN 63-0440014-financial services-Latest filing 2024
Plans
2
Retirement
1
$36.1M assets
Welfare
1
$2.2M premiums
Participants
808
220 PAUL W BRYANT DRIVE EAST - TUSCALOOSA, AL 35401205-348-5944alabamacu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$36.1M - 432 part#501Fully Insured-$2.2M - 376 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 376 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Health$1.7M
  • Prescription drug$1.7M
  • Life$323K
  • Short-term disability$323K
  • Long-term disability$307K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • BLUE CROSS OF CALIFORNIA75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • CANOPY10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • NATIONWIDE LIFE INSURANCE COMPANY0%
  • +1 more
Total $2.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • NATIONWIDE INSURANCE54%
  • GALLAGHER BENEFIT SERVICES, INC.18%
  • HEALTCOMP LLC6%
  • ABE SMITH, INC.5%
  • RALPH M HARBUCK, JR5%
  • +3 more
Total $489K8 slices

Plan deep-dives

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

ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$36.1M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALABAMA CREDIT UNION WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$2.2M
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN401k$36.1M4322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALABAMA CREDIT UNION WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$2.2M3762024
Retirement plans
Welfare plans
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