Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.9M
- Other$1.9M
- Short-term disability$1.3M
- Long-term disability$1.3M
- Vision$300K
Sponsor portfolioTH
MOUNTAIN AMERICA FEDERAL CREDIT UNION
EIN 87-0172956bankingLatest filing 2024
Plans
2
Retirement
1
$246.9M assets
Welfare
1
$2.2M premiums
Participants
7,678
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 5,268 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA87%
- METROPOLITAN LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
61%top
- THE PLEXUS GROUPE LLC61%
- IMA, INC.39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOUNTAIN AMERICA FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$246.9M
Participants4,282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOUNTAIN AMERICA FEDERAL CREDIT UNION CAFETERIA PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.2M
Covered lives5,268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOUNTAIN AMERICA FEDERAL CREDIT UNION 401(K) PLAN | 401k | $246.9M | 4,282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOUNTAIN AMERICA FEDERAL CREDIT UNION CAFETERIA PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.2M | 5,268 | 2024 |
Retirement plans
Welfare plans