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Sponsor portfolioWelfare / HealthEIN 36-4618706
MAX CREDIT UNION
400 EASTDALE CIRCLE · MONTGOMERY, AL 36124
3342154875
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
311
No prior year
Total participants
285
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $780K | 37.7% | |
| Other | $305K | 14.7% | |
| Short-term disability | $254K | 12.3% | |
| Vision | $243K | 11.8% | |
| Life | $243K | 11.8% | |
| Long-term disability | $243K | 11.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 061041332 | SL | $780K | 71.2% | 1 | 1 | 248 |
EIN 470322111 | VLSTDLTDOth | $243K | 22.2% | 1 | 1 | 283 |
EIN 135581829 | STDOth | $60K | 5.5% | 1 | 4 | 76 |
EIN 330851349 | Oth | $13K | 1.1% | 1 | 1 | 311 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | WAYNE, PA | METROPOLITAN LIFE INSURANCE COMPANY, HM LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $113K | $16K | $128K | 99.9% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $175 | $0 | $175 | 0.1% | 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