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Sponsor portfolioWelfare / HealthEIN 35-0885388

LIBERTY FEDERAL CREDIT UNION

P.O. BOX 5129 · EVANSVILLE, IN 477165129
Plans filed
3
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$683K
No prior year
Persons covered
2,107
No prior year
Total participants
1,545
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$373K
LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS
Fully insured1,289 covered·1 carrier
Primary: HEALTH RESOURCES INC
Plan #507$309K
LIBERTY FCU - GROUP LIFE AND DISABILITY PLAN
Fully insured818 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$62K
EVANSVILLE TEACHERS FEDERAL CREDIT UNION VISION SERVICE PLAN
Fully insured0 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$373K28.7%
Life$309K23.8%
Short-term disability$309K23.8%
Long-term disability$309K23.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HEALTH RESOURCES, INC.
EIN 351682400
D
$373K54.7%111,289
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTD
$309K45.3%11818

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ICUL SERVICES CORPORATIONINDIANAPOLIS, INSUN LIFE ASSURANCE COMPANY OF CANADA$41K$0$41K68.6%1
ASSUREDPARTNERSCARMEL, INHEALTH RESOURCES INC$19K$0$19K31.4%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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