Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$388K
- Long-term disability$388K
- Other$388K
- Dental$123K
Sponsor portfolioTH
ROGUE CREDIT UNION
EIN 93-0491115financial servicesLatest filing 2024
Plans
2
Retirement
1
$53.2M assets
Welfare
1
$511K premiums
Participants
1,368
1370 CENTER DRIVE - MEDFORD, OR 97501541-858-7522roguecu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $511K premiums / 623 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY76%
- WILLAMETTE DENTAL INSURANCE, INC.24%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$53.2M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROGUE CREDIT UNION AND AFFILIATES HEALTH CARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$511K
Covered lives623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $53.2M | 745 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROGUE CREDIT UNION AND AFFILIATES HEALTH CARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $511K | 623 | 2024 |
Retirement plans
Welfare plans