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Sponsor portfolioTH

STATE EMPLOYEES CREDIT UNION OF NEW MEXICO

EIN 85-6010733-financial services-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$216K premiums
Participants
383
1611 CALLE LORCA - SANTA FE, NM 875053927505-983-7328secunm.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001CashBalance-$22.0M - 166 part#501Mixed-$216K - 198 lives

Benefits portfolio analytics

1 plan / $216K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$164K
  • Life$118K
  • Short-term disability$118K
  • Long-term disability$118K
  • Vision$52K
Total $216K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA76%
  • VISION SERVICE PLAN24%
Total $216K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • DIGITAL INSURANCE LLC77%
  • CENTRO BENEFITS RESEARCH LLC23%
Total $33K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STATE EMPLOYEES CREDIT UNION OF NEW MEXICO CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$22.0M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$216K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STATE EMPLOYEES CREDIT UNION OF NEW MEXICO CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$22.0M1662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$216K1982025
Retirement plans
Welfare plans
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