PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CREDIT UNION NATIONAL ASSOCIATION, INC. DBA AMERICA'S CREDIT UNIONS

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 23-7065623

CREDIT UNION NATIONAL ASSOCIATION, INC. DBA AMERICA'S CREDIT UNIONS

4703 MADISON YARDS WAY · MADISON, WI 53705
6082314428
Plans filed
2
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
248
No prior year
Total participants
316
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #516$2.5M
CREDIT UNION NATIONAL ASSOCIATION, INC. EMPLOYEE BENEFITS PLAN
Mixed248 covered·6 carriers
Primary: QUARTZ HEALTH BENEFIT PLANS CORPORATION
Plan #518$0
CUNA, INC. FLEXIBLE COMPENSATION PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M37.2%
Prescription drug$1.7M37.2%
Stop-loss$559K12.3%
Other$193K4.2%
Life$189K4.1%
Long-term disability$189K4.1%
Vision$39K0.9%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
HRx
$1.7M68.2%11230
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
SL
$559K22.5%11158
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$189K7.6%11245
VISION SERVICE PLAN
EIN 061227840
V
$39K1.6%11242
EMPATHIA, INC.
EIN 391567366
Oth
$4K0.2%11248
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$6790.0%11248

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIUNUM LIFE INSURANCE COMPANY OF AMERICA, QUARTZ HEALTH BENEFIT PLANS CORPORATION, FEDERAL INSURANCE COMPANY, VISION SERVICE PLAN$36K$4K$40K93.0%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$3K$0$3K7.0%1

History & trajectory

11 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