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Sponsor portfolioWelfare / HealthEIN 39-0662755

ALTRA FEDERAL CREDIT UNION

1700 OAK FOREST DR · ONALASKA, WI 546503500
6087874500
Plans filed
6
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$551K
No prior year
Persons covered
739
No prior year
Total participants
473
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #501$551K
ALTRA FEDERAL CREDIT UNION BENEFIT PLAN
Mixed739 covered·3 carriers
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY
Plan #507$276K
ALTRA FEDERAL CREDIT UNION SUPPLEMENTAL INJURY AND ILLNESS PLAN
Fully insured394 covered·1 carrier
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY
Plan #504$172K
GROUP LIFE PLAN AND LONG TERM DISABILITY
Fully insured454 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #503$76K
EMPLOYEE GROUP VISION PLAN
Fully insured370 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #502$0
EMPLOYEE GROUP DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #506$0
EMPLOYEE MEDICAL BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$411K46.6%
Short-term disability$329K37.4%
Vision$79K9.0%
Long-term disability$62K7.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LSTD
$329K59.7%11399
STANDARD INSURANCE COMPANY
EIN 930242990
LLTD
$143K26.0%12739
VISION SERVICE PLAN
EIN 061227840
V
$79K14.4%11386

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TIC INCONALASKA, WIAMERICAN HERITAGE LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY$55K$0$55K89.6%1
GCG FINANCIAL LLCONALASKA, WISTANDARD INSURANCE COMPANY, VISION SERVICE PLAN$6K$0$6K9.0%1
T I C INCONALASKA, WIVISION SERVICE PLAN$867$0$8671.4%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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