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Sponsor portfolioWelfare / HealthEIN 38-1393400

UNITED FEDERAL CREDIT UNION

150 HILLTOP ROAD · ST. JOSEPH, MI 49085
2699821400
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$451K
No prior year
Persons covered
2,501
No prior year
Total participants
710
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$451K
UNITED FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Mixed2,501 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$361K31.9%
Life$339K30.0%
Other$339K30.0%
Vision$91K8.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$339K75.0%112,501
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$91K20.1%111,245
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$22K4.9%118

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESWAUKEE, IAFIDELITY SECURITY LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$30K$16K$46K98.9%1
THE NULTY AGENCY INC.KALAMAZOO, MIPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$440$0$4400.9%1
MARSH & MCLENNAN AGENCY LLCDAYTON, OHPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$60$0$600.1%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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