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Sponsor portfolioTH

SOUND CREDIT UNION

EIN 91-0557925-financial services-Latest filing 2024
Plans
2
Retirement
1
$58.3M assets
Welfare
1
$561K premiums
Participants
952
PO BOX 1595 - TACOMA, WA 98401253-396-6858soundcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$58.3M - 540 part#501Mixed-$561K - 629 lives

Benefits portfolio analytics

1 plan / $561K premiums / 629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$388K
  • Life$172K
  • Short-term disability$172K
  • Long-term disability$172K
  • Other$172K
Total $561K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • DELTA DENTAL OF CALIFORNIA69%
  • SYMETRA LIFE INSURANCE COMPANY31%
Total $561K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $54K1 slice

Plan deep-dives

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

SOUND CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$58.3M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUND CREDIT UNION HEALTH CARE BENEFITS PLAN

Mixed - DELTA DENTAL OF WASHINGTON

Premiums$561K
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SOUND CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN AND TRUST401k$58.3M5402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUND CREDIT UNION HEALTH CARE BENEFITS PLANMixedDELTA DENTAL OF WASHINGTON$561K6292024
Retirement plans
Welfare plans
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