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Sponsor portfolioWelfare / HealthEIN 42-0495798

RIA FEDERAL CREDIT UNION

4343 UTICA RIDGE RD · BETTENDORF, IA 52722
5634845455
Plans filed
1
Years active
2022–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.0M
No prior year
Persons covered
126
No prior year
Total participants
125
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
RIA FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Fully insured126 covered·4 carriers
Primary: WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$936K42.9%
Stop-loss$936K42.9%
Dental$69K3.1%
Vision$69K3.1%
Other$49K2.2%
Life$46K2.1%
Long-term disability$41K1.9%
Short-term disability$36K1.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 420318333
HSL
$936K90.6%1179
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$36K3.5%11126
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
DV
$32K3.1%1195
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$28K2.8%16124

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSWEST DES MOINES, IAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA$8K$853$9K68.0%1
BHERDDES MOINES, IAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$2K$2K$4K32.0%1

History & trajectory

3 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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