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Sponsor portfolioWelfare / HealthEIN 31-0859064

CINFED CREDIT UNION

4801 KENNEDY AVENUE · CINCINNATI, OH 45209
5133333833
Plans filed
4
Years active
2018–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$141K
No prior year
Persons covered
143
No prior year
Total participants
143
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$141K
CINFED CREDIT UNION WRAP BENEFIT PLAN
Mixed143 covered·2 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #502$17K
CINFED BASIC AND VOLUNTARY LIFE PLAN
Fully insured126 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #503$17K
CINFED BASIC AND VOLUNTARY AD&D
Fully insured126 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #504$12K
CINFED CREDIT UNION LONGTERM DISABILITY
Fully insured126 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$95K20.9%
Vision$78K17.2%
Life$78K17.2%
Short-term disability$78K17.2%
Long-term disability$78K17.2%
Dental$46K10.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
VLSTDLTDOth
$95K67.3%12143
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
D
$46K32.7%11100

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.GLENDALE, CASTANDARD INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$19K$2K$21K82.7%1
PAYCOR INCCINCINNATI, OHSTANDARD INSURANCE COMPANY$0$3K$3K13.4%1
JOHN KOEHLERPORTLAND, ORSTANDARD INSURANCE COMPANY$984$0$9843.9%1

History & trajectory

8 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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