Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
IQ CREDIT UNION
EIN 91-0576399financial servicesLatest filing 2025
Plans
3
Retirement
2
$49.2M assets
Welfare
1
$172K premiums
Participants
909
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $49.2M assets / 539 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $172K premiums / 370 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$172K
- Life$159K
- Long-term disability$159K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
- CANOPY8%
Broker market share
Schedule A broker compensation
100%top
- CU BENEFITS ALLIANCE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IQ CREDIT UNION 401(K) PLAN
401k
Assets$42.1M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
IQ CREDIT UNION EMPLOYEES' DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$7.0M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IQ CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$172K
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IQ CREDIT UNION 401(K) PLAN | 401k | $42.1M | 448 | 2025 | |
| 003 | IQ CREDIT UNION EMPLOYEES' DEFINED BENEFIT PENSION PLAN | TraditionalDB | $7.0M | 91 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IQ CREDIT UNION HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $172K | 370 | 2025 |
Retirement plans
Welfare plans