Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$403K
- Dental$109K
- Long-term disability$56K
- Life$21K
Sponsor portfolioTH
ADVANTIS CREDIT UNION
EIN 93-0251640Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$30.9M assets
Welfare
1
$569K premiums
Participants
658
14405 MEYERS ROAD - OREGON CITY, OR 97045503-210-2648
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $569K premiums / 299 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY78%
- WILLAMETTE DENTAL INSURANCE, INC.19%
- CANOPY3%
Broker market share
Schedule A broker compensation
100%top
- CU BENEFITS ALLIANCE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADVANTIS CREDIT UNION 401(K) PLAN
401k
Assets$30.9M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVANTIS CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$569K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADVANTIS CREDIT UNION 401(K) PLAN | 401k | $30.9M | 384 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans