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Sponsor portfolio

CSE FEDERAL CREDIT UNION

EIN 72-0433983-financial services-Latest filing 2024
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$134K premiums
Participants
268
4321 NELSON ROAD - LAKE CHARLES, LA 706054119337-625-5747csefcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$14.2M - 133 part#501Mixed-$134K - 317 lives

Benefits portfolio analytics

1 plan / $134K premiums / 317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$125K
  • Life$125K
  • Long-term disability$125K
  • Other$125K
  • Vision$9K
Total $134K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • VISION SERVICE PLAN7%
Total $134K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$14.2M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

CSE FEDERAL CREDIT UNION

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$134K
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$14.2M1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CSE FEDERAL CREDIT UNIONMixedMETROPOLITAN LIFE INSURANCE COMPANY$134K3172024
Retirement plans
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