Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Life$86K
- Long-term disability$37K
- Other$19K
Sponsor portfolioTH
DATCU
EIN 75-0813379bankingLatest filing 2025
Plans
2
Retirement
1
$31.5M assets
Welfare
1
$1.5M premiums
Participants
439
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
Broker market share
Schedule A broker compensation
65%top
- VW INSURANCE HOLDINGS, LLC65%
- CU FINANCIAL GROUP LLC35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DATCU CREDIT UNION 401(K) RETIREMENT PLAN
401k
Assets$31.5M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DATCU PREMIUM ONLY PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DATCU CREDIT UNION 401(K) RETIREMENT PLAN | 401k | $31.5M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DATCU PREMIUM ONLY PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.5M | 214 | 2025 |
Retirement plans
Welfare plans