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Sponsor portfolio

AMERICA'S CREDIT UNION A FEDERAL CREDIT UNION

EIN 91-0620623-Latest filing 2025
Plans
3
Retirement
2
$28.7M assets
Welfare
1
$1.8M premiums
Participants
599
1495 WILMINGTON DRIVE, SUITE 300 - DUPONT, WA 98327253-964-3113
Plans on this EIN
3 filings
#002401k-$15.4M - 281 part#001TraditionalDB-$13.3M - 180 part#503Fully Insured-$1.8M - 216 lives

Retirement portfolio analytics

2 plans aggregated / $28.7M assets / 461 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • UNION 401(K) Savings (#002)54%
  • PLAN AND TRUST (#001)46%
Total $28.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION 401(K) Savings (#002)281
  • PLAN AND TRUST (#001)180
Total 461Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$141K
  • Other$47K
  • Life$44K
  • Long-term disability$23K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN1%
  • FIRST CHOICE HEALTH0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GCG FINANCIAL LLC95%
  • NATIONAL BENEFIT CENTER5%
Total $103K2 slices

Plan deep-dives

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

AMERICAS CREDIT UNION, A FEDERAL CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$15.4M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$13.3M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AMERICAS CREDIT UNION, A FEDERAL CREDIT UNION EMPLOYEE HEALTH & WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAS CREDIT UNION, A FEDERAL CREDIT UNION 401(K) SAVINGS PLAN401k$15.4M2812024
001AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$13.3M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AMERICAS CREDIT UNION, A FEDERAL CREDIT UNION EMPLOYEE HEALTH & WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M2162025
Retirement plans
Welfare plans
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