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Sponsor portfolioWelfare / HealthEIN 37-6028123

CITIZENS EQUITY FIRST CREDIT UNION

5401 W DIRKSEN PARKWAY · PEORIA, IL 61607
3096333612
Plans filed
3
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,519
No prior year
Total participants
2,239
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.4M
CEFCU HEALTH BENEFIT PLAN
Mixed1,519 covered·4 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #502$0
CEFCU HRA PLAN FOR RETIREES
Self-funded0 covered·0 carriers
Plan #503$0
CEFCU FLEXIBLE SPENDING PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$336K30.1%
Other$336K30.1%
Short-term disability$289K25.9%
Long-term disability$79K7.1%
Vision$76K6.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
$646K45.3%1185
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
STDLTD
$367K25.8%121,010
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LOth
$336K23.6%111,287
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$76K5.3%111,519

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SEATTLE, WAMETROPOLITAN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$50K$3K$53K84.9%1
AON CONSULTING INCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$7K$2K$9K15.1%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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