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Sponsor portfolioWelfare / HealthEIN 35-0702986

EVERWISE CREDIT UNION

110 SOUTH MAIN STREET · SOUTH BEND, IN 46601
5742328011
Plans filed
6
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$964K
No prior year
Persons covered
1,212
No prior year
Total participants
1,456
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #502$964K
EVERWISE CREDIT UNION BENEFITS PLAN
Mixed1,212 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #541$129K
TEACHERS CREDIT UNION BENEFIT CHOICE PLAN
Mixed479 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #599$103K
TEACHERS CREDIT UNION BASIC DISABILITY INCOME BENEFIT AND GROUP DISABILITY INSURANCE PLAN
Fully insured725 covered·1 carrier
Primary: UNUM LIFE INSURANCE CO OF AMERICA
Plan #501$95K
TEACHERS CREDIT UNION GROUP LIFE INSURANCE PLAN
Fully insured668 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$0
EVERWISE CREDIT UNION SEVERANCE PLAN
Self-funded0 covered·0 carriers
Plan #516$0
TEACHERS CREDIT UNION EMPLOYEE ASSISTANCE PROGRAM
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$450K25.2%
Life$413K23.1%
Long-term disability$413K23.1%
Other$413K23.1%
Vision$101K5.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$450K46.7%111,212
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$413K42.8%11709
VISION SERVICE PLAN
EIN 061227840
V
$101K10.5%11567

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCHICAGO, ILPRUDENTIAL INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$82K$19K$101K99.9%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$146$1460.1%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
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