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Sponsor portfolioTH

UNITUS COMMUNITY CREDIT UNION

EIN 93-0243503-financial services-Latest filing 2025
Plans
2
Retirement
1
$63.2M assets
Welfare
1
$564K premiums
Participants
745
P.O. BOX 1937 - PORTLAND, OR 97207503-227-5571unitusccu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#004401k-$63.2M - 422 part#503Mixed-$564K - 502 lives

Benefits portfolio analytics

1 plan / $564K premiums / 502 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$281K
  • Short-term disability$281K
  • Long-term disability$281K
  • Other$281K
  • Dental$254K
  • Vision$30K
Total $564K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • DELTA DENTAL OF CALIFORNIA45%
  • VISION SERVICE PLAN5%
Total $564K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $47K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

UNITUS COMMUNITY CREDIT UNION 401(K) PLAN

401k

Assets$63.2M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

UNITUS COMMUNITY CREDIT UNION WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$564K
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004UNITUS COMMUNITY CREDIT UNION 401(K) PLAN401k$63.2M4222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503UNITUS COMMUNITY CREDIT UNION WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$564K5022025
Retirement plans
Welfare plans
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