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Sponsor portfolioTH

NUMERICA CREDIT UNION

EIN 91-0863377-financial services-Latest filing 2025
Plans
2
Retirement
1
$87.9M assets
Welfare
1
$439K premiums
Participants
2,071
14610 EAST SPRAGUE AVENUE - SPOKANE VALLEY, WA 99216509-535-7613numericacu.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$87.9M - 835 part#510Mixed-$439K - 831 lives

Benefits portfolio analytics

1 plan / $439K premiums / 831 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$439K
  • Life$420K
  • Long-term disability$420K
Total $439K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • METROPOLITAN LIFE INSURANCE COMPANY96%
  • FIRST CHOICE HEALTH4%
Total $439K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • WATCHTOWER BENEFITS, LLC12%
Total $55K2 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

NUMERICA CREDIT UNION RETIREMENT PLAN

401k

Assets$87.9M
Participants835
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

NUMERICA CREDIT UNION WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$439K
Covered lives831
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NUMERICA CREDIT UNION RETIREMENT PLAN401k$87.9M8352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510NUMERICA CREDIT UNION WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$439K8312025
Retirement plans
Welfare plans
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