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Sponsor portfolioWelfare / HealthEIN 39-0203995

LANDMARK CREDIT UNION

555 S. EXECUTIVE DRIVE · BROOKFIELD, WI 53005
2627964500
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$532K
No prior year
Persons covered
1,576
No prior year
Total participants
971
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$532K
LANDMARK CREDIT UNION
Mixed1,576 covered·3 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$0
FLEXIBLE COMPENSATION PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$453K36.7%
Life$351K28.4%
Long-term disability$351K28.4%
Vision$80K6.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$351K65.9%11965
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$102K19.1%111,576
VISION SERVICE PLAN
EIN 061227840
V
$80K15.0%11618

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOVISION SERVICE PLAN, LIFE INSURANCE COMPANY OF NORTH AMERICA$34K$7K$42K100.0%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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