PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ATLANTIC FEDERAL CREDIT UNION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 01-0211682

ATLANTIC FEDERAL CREDIT UNION

600 SABLE OAKS DR, SUITE 100 · SOUTH PORTLAND, ME 04106
2073735116
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
271
No prior year
Total participants
215
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.6M
ATLANTIC FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLAN
Fully insured271 covered·5 carriers
Primary: HPHC INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M87.3%
Dental$148K5.5%
Other$73K2.7%
Life$42K1.6%
Short-term disability$37K1.4%
Long-term disability$29K1.1%
Vision$12K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 042452600
H
$2.3M88.7%12173
DELTA DENTAL OF CALIFORNIA
EIN 010286541
D
$148K5.6%11271
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$139K5.3%18189
RED TREE INSURANCE COMPANY, INC.
EIN 270175911
V
$12K0.5%11168

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, RED TREE INSURANCE COMPANY, INC., DELTA DENTAL PLAN OF MAINE, HPHC INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE$69K$4K$73K99.8%1
COMBINED SERVICES LLCCONCORD, NHRED TREE INSURANCE COMPANY, INC.$178$0$1780.2%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica