Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$172K
- Vision$172K
- Life$63K
- Long-term disability$32K
- Short-term disability$21K
- Other$10K
Sponsor portfolioTH
CREDIT UNION LOAN SOURCE, LLC
EIN 80-0117641financial servicesLatest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$298K premiums
Participants
309
3820 MANSELL ROAD, SUITE 140 - ALPHARETTA, GA 30022678-246-5955culoansource.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $298K premiums / 244 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- BLUE CROSS OF CALIFORNIA58%
- LIFE INSURANCE COMPANY OF NORTH AMERICA42%
Broker market share
Schedule A broker compensation
100%top
- MEMBERS INSURANCE ADVISORS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CREDIT UNION LOAN SOURCE 401(K) PLAN
401k
Assets$12.1M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CREDIT UNION LOAN SOURCE, LLC WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$298K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CREDIT UNION LOAN SOURCE 401(K) PLAN | 401k | $12.1M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CREDIT UNION LOAN SOURCE, LLC WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $298K | 244 | 2025 |
Retirement plans
Welfare plans