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Sponsor portfolioTH

MARION & POLK SCHOOLS CREDIT UNION

EIN 93-0465543-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$40.1M assets
Welfare
1
$346K premiums
Participants
798
451 DIVISION ST NE - SALEM, OR 973012569503-588-0181
Plans on this EIN
2 filings
#002401k-$40.1M - 453 part#501Mixed-$346K - 345 lives

Benefits portfolio analytics

1 plan / $346K premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$191K
  • Life$181K
  • Long-term disability$181K
  • Dental$112K
  • Vision$43K
Total $346K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
  • WILLAMETTE DENTAL INSURANCE, INC.32%
  • VISION SERVICE PLAN13%
  • CANOPY3%
Total $346K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CU BENEFITS ALLIANCE100%
Total $25K1 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

MARION AND POLK SCHOOLS CREDIT UNION 401(K) PLAN

401k

Assets$40.1M
Participants453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAPS CREDIT UNION WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$346K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MARION AND POLK SCHOOLS CREDIT UNION 401(K) PLAN401k$40.1M4532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAPS CREDIT UNION WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$346K3452025
Retirement plans
Welfare plans
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