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Sponsor portfolioTH

WHATCOM EDUCATIONAL CREDIT UNION

EIN 91-0712539-Latest filing 2025
Plans
2
Retirement
1
$71.7M assets
Welfare
1
$287K premiums
Participants
1,050
21 BELLWETHER WAY, SUITE 111 - BELLINGHAM, WA 98225360-676-1168
Plans on this EIN
2 filings
#002401k-$71.7M - 613 part#502Mixed-$287K - 434 lives

Benefits portfolio analytics

1 plan / $287K premiums / 434 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$287K
  • Life$277K
  • Long-term disability$277K
Total $287K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA96%
  • FIRST CHOICE HEALTH4%
Total $287K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $27K1 slice

Plan deep-dives

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

WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN

401k

Assets$71.7M
Participants613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WHATCOM EDUCATIONAL CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$287K
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN401k$71.7M6132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WHATCOM EDUCATIONAL CREDIT UNION EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$287K4342025
Retirement plans
Welfare plans
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