Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$162K
- Dental$155K
- Life$155K
- Short-term disability$155K
- Long-term disability$155K
- +1 more
Sponsor portfolioTH
EXCITE CREDIT UNION
EIN 94-1243656bankingLatest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$1.3M premiums
Participants
301
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 106 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- KAISER FOUNDATION HEALTH PLAN INC60%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY26%
- UNITED OF OMAHA LIFE INSURANCE COMPANY12%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
64%top
- ACRISURE LLC64%
- PROGRESSIVE BENEFIT GROUP25%
- KILPATRICK COMPANIES LLC11%
- PACIFIC ADVISORS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXCITE CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$18.3M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXCITE CREDIT UNION WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN
Premiums$1.3M
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCITE CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | 401k | $18.3M | 195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXCITE CREDIT UNION WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN | $1.3M | 106 | 2025 |
Retirement plans
Welfare plans