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Sponsor portfolioWelfare / HealthEIN 39-6264347
COMMUNITY FIRST CREDIT UNION
PO BOX 1487 · APPLETON, WI 54912
9209675595
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$460K
No prior year
Persons covered
493
No prior year
Total participants
505
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 |
|---|---|---|---|
| Other | $431K | 26.3% | |
| Life | $392K | 24.0% | |
| Short-term disability | $392K | 24.0% | |
| Long-term disability | $392K | 24.0% | |
| Vision | $29K | 1.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $392K | 85.3% | 1 | 1 | 487 |
EIN 362739571 | Oth | $29K | 6.4% | 1 | 1 | 493 |
EIN 061227840 | V | $29K | 6.4% | 1 | 1 | 300 |
EIN 010278678 | Oth | $9K | 2.0% | 1 | 1 | 6 |
EIN 060838648 | $0 | 0.0% | 1 | 1 | 104 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | BROOKFIELD, WI | LIFE INSURANCE COMPANY OF NORTH AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, THE HARTFORD LIFE AND ACCIDENT | $63K | $5K | $68K | 100.0% | 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