Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$352K
- Life$309K
- Long-term disability$309K
- Dental$114K
Sponsor portfolioTH
OREGON COMMUNITY CREDIT UNION
EIN 93-0492535Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$67.8M assets
Welfare
1
$465K premiums
Participants
1,337
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $465K premiums / 877 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- METROPOLITAN LIFE INSURANCE COMPANY72%
- WILLAMETTE DENTAL INSURANCE, INC.24%
- CASCADE CENTERS, INC.4%
Broker market share
Schedule A broker compensation
69%top
- CU BENEFITS ALLIANCE69%
- J.L. JONES INSURANCE SERVICES, LLC29%
- K.P.D. INSURANCE, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$67.8M
Participants717
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OREGON COMMUNITY CREDIT UNION EMPLOYEE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$465K
Covered lives877
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | 401k | $67.8M | 717 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OREGON COMMUNITY CREDIT UNION EMPLOYEE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $465K | 877 | 2024 |
Retirement plans
Welfare plans