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Sponsor portfolioTH

HAPO COMMUNITY CREDIT UNION

EIN 91-1792217-financial services-Latest filing 2025
Plans
4
Retirement
2
$85.9M assets
Welfare
2
$232K premiums
Participants
2,155
601 WILLIAMS BLVD - RICHLAND, WA 993543258509-943-5676hapo.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
4 filings
#001TraditionalDB-$56.2M - 477 part#002401k-$29.7M - 680 part#503Fully Insured-$172K - 485 lives#502Mixed-$60K - 502 lives

Retirement portfolio analytics

2 plans aggregated / $85.9M assets / 1,157 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN AND TRUST (#001)65%
  • EMPLOYEE INVESTMENT PLAN (#002)35%
Total $85.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • RANDALL & HURLEY, INC.35%
Total $85.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE INVESTMENT PLAN (#002)680
  • PLAN AND TRUST (#001)477
Total 1,157Click row to drill in

Benefits portfolio analytics

2 plans / $232K premiums / 987 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$172K
  • Life$148K
  • Short-term disability$148K
  • Other$148K
  • Vision$60K
Total $232K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY64%
  • VISION SERVICE PLAN26%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $232K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALLIANT INSURANCE SERVICES, INC.95%
  • TRULUMA3%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • CONOVER INSURANCE SERVICES LLC0%
Total $23K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAPO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$56.2M
Participants477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAPO COMMUNITY CREDIT UNION EMPLOYEE INVESTMENT PLAN

401k

Assets$29.7M
Participants680
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HAPO COMMUNITY CREDIT UNION LIFE & DISABILITY BENEFITS PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$172K
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HAPO COMMUNITY CREDIT UNION HEALTH BENEFITS PLAN

Mixed - VISION SERVICE PLAN

Premiums$60K
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HAPO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$56.2M4772025
002HAPO COMMUNITY CREDIT UNION EMPLOYEE INVESTMENT PLAN401k$29.7M6802024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HAPO COMMUNITY CREDIT UNION LIFE & DISABILITY BENEFITS PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$172K4852025
502HAPO COMMUNITY CREDIT UNION HEALTH BENEFITS PLANMixedVISION SERVICE PLAN$60K5022025
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