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Sponsor portfolioWelfare / HealthEIN 53-0197042

UNITED STATES SENATE FEDERAL CREDIT UNION

1310 BRADDOCK PLACE · ALEXANDRIA, VA 22314
5712536300
Plans filed
4
Years active
2018–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
294
No prior year
Total participants
162
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$2.5M
UNITED STATES SENATE FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Fully insured294 covered·2 carriers
Primary: CAREFIRST BLUECHOICE, INC.
Plan #501$0
UNITED STATES SENATE FEDERAL CREDIT UNION EMPLOYEE GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN
Fully insured131 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$0
UNITED STATES SENATE FEDERAL CREDIT UNION EMPLOYEE GROUP LONG TERM DISABILITY INSURANCE PLAN
Fully insured131 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$0
UNITED STATES SENATE FEDERAL CREDIT UNION EMPLOYEE GROUP SHORT TERM DISABILITY INSURANCE PLAN
Fully insured131 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M26.3%
Vision$2.2M26.3%
Prescription drug$2.2M26.3%
Dental$354K4.2%
Life$354K4.2%
Short-term disability$354K4.2%
Long-term disability$354K4.2%
Other$354K4.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521358219
HRxV
$2.2M86.1%11236
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLSTDLTDOth
$354K13.9%11294

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAMETROPOLITAN LIFE INSURANCE COMPANY, CAREFIRST BLUECHOICE, INC.$2K$84K$86K59.9%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDMETROPOLITAN LIFE INSURANCE COMPANY, CAREFIRST BLUECHOICE, INC.$25K$33K$58K40.1%1

History & trajectory

8 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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