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Sponsor portfolioWelfare / HealthEIN 23-1357102

CITADEL FEDERAL CREDIT UNION

520 EAGLEVIEW BOULEVARD · EXTON, PA 19341
6103806000
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$864K
No prior year
Persons covered
1,069
No prior year
Total participants
648
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$864K
CITADEL FEDERAL CREDIT UNION WELFARE BENEFITS PLAN
Mixed1,069 covered·6 carriers
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$489K29.7%
Life$391K23.8%
Long-term disability$391K23.8%
Dental$339K20.6%
Vision$36K2.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$391K45.2%11661
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$339K39.3%111,069
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$68K7.8%111,028
EYEMED VISION CARE
EIN 430949844
V
$36K4.2%111,032
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 232614764
Oth
$15K1.7%11631
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$15K1.7%1176

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCBOSTON, MAMETLIFE LEGAL PLANS, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., HARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF PENNSYLVANIA$65K$15K$80K100.0%1

History & trajectory

10 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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