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Sponsor portfolioWelfare / HealthEIN 23-1278971

UTILITIES EMPLOYEES CREDIT UNION

P.O. BOX 14864 · READING, PA 196124864
6109274000
Plans filed
2
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$660K
No prior year
Persons covered
277
No prior year
Total participants
247
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$559K
UTILITIES EMPLOYEES CREDIT UNION EMPLOYEE BENEFIT PLAN
Self-funded108 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #502$101K
UTILITIES EMPLOYEES CREDIT UNION GROUP INSURANCE PLAN
Fully insured169 covered·4 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$559K84.7%
Life$82K12.4%
Long-term disability$19K2.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$559K84.7%11108
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
L
$82K12.4%11169
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LTD
$19K2.9%11123
PENNSYLVANIA CREDIT UNION ASSOCIATION
EIN 230958275
$00.0%110
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
$00.0%110

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROUP INSURANCE SERVICESWYOMISSING, PAPRINCIPAL LIFE INSURANCE COMPANY$6K$640$6K41.4%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJPRINCIPAL LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$0$6K$6K38.2%1
PATRIOT GROWTH INSURANCE SERVICESWYOMISSING, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$2K$855$3K18.4%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$311$3112.1%1

History & trajectory

7 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
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