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Sponsor portfolioTH

BELLCO CREDIT UNION

EIN 84-0146595-banking-Latest filing 2025
Plans
2
Retirement
1
$60.3M assets
Welfare
1
$3.7M premiums
Participants
1,101
7600 EAST ORCHARD ROAD, SUITE 400N - GREENWOOD VILLAGE, CO 80111303-689-7876bellco.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$60.3M - 625 part#501Fully Insured-$3.7M - 839 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 839 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$3.7M
  • Health$3.7M
  • Dental$3.7M
  • Vision$3.7M
  • Life$3.7M
  • Long-term disability$3.7M
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • ALEXANDER BENEFITS CONSULTING0%
Total $177K2 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

BELLCO CREDIT UNION 401(K) SALARY REDUCTION PLAN

401k

Assets$60.3M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BELLCO CREDIT UNION HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives839
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BELLCO CREDIT UNION 401(K) SALARY REDUCTION PLAN401k$60.3M6252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELLCO CREDIT UNION HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M8392025
Retirement plans
Welfare plans
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