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  2. CREDIT UNION 1
Sponsor portfolio

CREDIT UNION 1

EIN 92-0021481-financial services-Latest filing 2025
Plans
3
Retirement
2
$35.7M assets
Welfare
1
$219K premiums
Participants
969
1941 ABBOTT ROAD - ANCHORAGE, AK 99507907-339-8155cu1.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$34.0M - 447 part#003ProfitSharing-$1.7M - 24 part#505Mixed-$219K - 498 lives

Retirement portfolio analytics

2 plans aggregated / $35.7M assets / 471 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • 1 PROFIT SHARING/401(K) (#002)95%
  • SUPPLEMENTAL RETIREMENT PLAN (#003)5%
Total $35.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 1 PROFIT SHARING/401(K) (#002)447
  • SUPPLEMENTAL RETIREMENT PLAN (#003)24
Total 471Click row to drill in

Benefits portfolio analytics

1 plan / $219K premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$219K
  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
Total $219K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $219K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $41K1 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

CREDIT UNION 1 PROFIT SHARING/401(K) PLAN

401k

Assets$34.0M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CREDIT UNION 1 SUPPLEMENTAL RETIREMENT PLAN

ProfitSharing

Assets$1.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CREDIT UNION 1 HEALTH BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$219K
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CREDIT UNION 1 PROFIT SHARING/401(K) PLAN401k$34.0M4472024
003CREDIT UNION 1 SUPPLEMENTAL RETIREMENT PLANProfitSharing$1.7M242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CREDIT UNION 1 HEALTH BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$219K4982025
Retirement plans
Welfare plans
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