Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$403K
- Dental$109K
- Long-term disability$56K
- Life$21K
Filings through .
Top hat
Advantis Credit Union
EIN 93-0251640Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$30.9M assets
Health & Benefits
1
$569K premiums
Participants
658
14405 MEYERS ROAD - OREGON CITY, OR 97045503-210-2648
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $569K premiums / 299 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ADVANTIS CREDIT UNION 401(K) PLAN
401(k)
Assets$30.9M
Participants384
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ADVANTIS CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$569K
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ADVANTIS CREDIT UNION 401(K) PLAN | 401(k) | $30.9M | 384 | 2024 |
- #002 · 401(k) · 2024384
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ADVANTIS CREDIT UNION HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $569K | 299 | 2024 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024299
Retirement plans
Health & Benefits plans