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Sponsor portfolioTH

FIRST CREDIT UNION

EIN 86-0100904-financial services-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$1.8M premiums
Participants
348
25 S. ARIZONA PLACE, SUITE 111 - CHANDLER, AZ 85225480-786-2522firstcredit.pwLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$12.9M - 222 part#501Fully Insured-$1.8M - 234 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$105K
  • Life$103K
  • Short-term disability$103K
  • Long-term disability$103K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • DELTA DENTAL OF CALIFORNIA6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • EMPLOYEE NETWORK, INC.0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $103K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIRST CREDIT UNION CASH BALANCE DEFINED BENEFIT RETIREMENT PENSION PLAN

CashBalance

Assets$12.9M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FIRST CREDIT UNION CASH BALANCE DEFINED BENEFIT RETIREMENT PENSION PLANCashBalance$12.9M2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST CREDIT UNION WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M2342025
Retirement plans
Welfare plans
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