Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$131K
- Short-term disability$131K
- Long-term disability$131K
- Other$131K
Sponsor portfolioTH
CLEARWATER FEDERAL CREDIT UNION
EIN 81-0289023Latest filing 2025
Plans
7
Retirement
1
$20.9M assets
Welfare
6
$242K premiums
Participants
558
Benefits portfolio analytics
6 plans / $242K premiums / 750 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
CLEARWATER FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$20.9M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEARWATER FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$131K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
GROUP SHORT TERM DISABILITY
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$55K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
GROUP LONG TERM DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$31K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
GROUP LIFE INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$24K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
GROUP VISION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
GROUP DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEARWATER FEDERAL CREDIT UNION 401(K) PLAN | 401k | $20.9M | 259 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEARWATER FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $131K | 193 | 2025 | |
| 504 | GROUP SHORT TERM DISABILITY | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $55K | 185 | 2024 | |
| 503 | GROUP LONG TERM DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $31K | 186 | 2024 | |
| 502 | GROUP LIFE INSURANCE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | 186 | 2024 | |
| 505 | GROUP VISION PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 506 | GROUP DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans