Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$469K
- Life$322K
- Long-term disability$293K
- Vision$81K
Sponsor portfolio
ELEVATIONS CREDIT UNION
EIN 84-0459116bankingLatest filing 2025
Plans
2
Retirement
1
$92.2M assets
Welfare
1
$580K premiums
Participants
1,284
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $580K premiums / 1,358 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA51%
- SPRING HEALTH16%
- RELIASTAR LIFE INSURANCE COMPANY15%
- VISION SERVICE PLAN14%
- TRUSTMARK INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
57%top
- MERCER HEALTH AND BENEFITS, LLC57%
- MJ INSURANCE33%
- ALTC FUNDING LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$92.2M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$580K
Covered lives1,358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $92.2M | 768 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $580K | 1,358 | 2025 |
Retirement plans
Welfare plans