PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Elevations Credit Union
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Elevations Credit Union

EIN 84-0459116-banking-Latest filing 2025
Plans
2
Retirement
1
$92.2M assets
Health & Benefits
1
$580K premiums
Participants
1,284
PO BOX 9004 - BOULDER, CO 80301720-565-6058elevationscu.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#033401(k)-$92.2M - 768 part#550Mixed-$580K - 1,358 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $580K premiums / 1,358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$469K
  • Life$322K
  • Long-term disability$293K
  • Vision$81K
Total $580K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#033

ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k)

Assets$92.2M
Participants768
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#550

ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$580K
Covered lives1,358
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#033ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN401(k)$92.2M7682025
  • ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN$92.2M
    #033 · 401(k) · 2025768

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#550ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$580K1,3582025
  • ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN$580K
    #550 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,358
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica