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Sponsor portfolioTH

WHITEFISH CREDIT UNION

EIN 81-0208730-banking-Latest filing 2025
Plans
3
Retirement
2
$19.9M assets
Welfare
1
$212K premiums
Participants
756
300 BAKER AVE - WHITEFISH, MT 599372434406-682-3525whitefishcu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$11.4M - 264 part#001MoneyPurchase-$8.6M - 270 part#510Mixed-$212K - 218 lives

Retirement portfolio analytics

2 plans aggregated / $19.9M assets / 534 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • ASSOCIATION EMPLOYEE 401(K) (#002)57%
  • ASSOCIATION EMPLOYEES' PENSION (#001)43%
Total $19.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CMFG LIFE INSURANCE COMPANY100%
Total $19.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION EMPLOYEES' PENSION (#001)270
  • ASSOCIATION EMPLOYEE 401(K) (#002)264
Total 534Click row to drill in

Benefits portfolio analytics

1 plan / $212K premiums / 218 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$81K
  • Long-term disability$70K
  • Life$61K
Total $212K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • STANDARD INSURANCE COMPANY100%
  • HCC LIFE INSURANCE COMPANY0%
Total $212K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GALLAGHER BENEFIT SERVICES, INC.91%
  • BG SUMMIT, LLC9%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN

401k

Assets$11.4M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN

MoneyPurchase

Assets$8.6M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WHITEFISH CREDIT UNION EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$212K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN401k$11.4M2642024
001WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLANMoneyPurchase$8.6M2702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WHITEFISH CREDIT UNION EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$212K2182025
Retirement plans
Welfare plans
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