PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UTAH COMMUNITY CREDIT UNION
Sponsor portfolioTH

UTAH COMMUNITY CREDIT UNION

EIN 87-0231088-banking-Latest filing 2025
Plans
2
Retirement
1
$49.0M assets
Welfare
1
$4.7M premiums
Participants
1,020
360 W 4800 N - PROVO, UT 84604801-223-8188uccu.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#003401k-$49.0M - 759 part#501Fully Insured-$4.7M - 782 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 782 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$309K
  • Other$166K
  • Life$130K
  • Long-term disability$130K
Total $4.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • SELECTHEALTH90%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $4.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • SHUMWAY INSURANCE GROUP99%
  • DIGITAL INSURANCE LLC1%
  • IMG0%
Total $211K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UTAH COMMUNITY FEDERAL CREDIT UNION RETIREMENT PLAN

401k

Assets$49.0M
Participants759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UTAH COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - SELECTHEALTH

Premiums$4.7M
Covered lives782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003UTAH COMMUNITY FEDERAL CREDIT UNION RETIREMENT PLAN401k$49.0M7592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UTAH COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredSELECTHEALTH$4.7M7822024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica