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Sponsor portfolioWelfare / HealthEIN 53-0209950

BANK-FUND STAFF FED. CRED. UNION

1725 I ST. NW, SUITE 600 · WASHINGTON, DC 20006
2022126400
Plans filed
3
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$458K
No prior year
Persons covered
541
No prior year
Total participants
627
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #507$382K
GROUP LIFE AND DISABILITY PLAN FOR EMPLOYEES OF BANK-FUND STAFF FEDERAL CREDIT UNION
Fully insured332 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #509$76K
BANK-FUND GROUP HEALTH PLAN
Mixed209 covered·2 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #504$0
BANK-FUND STAFF FED. CRED. UNION EMPLOYEE ASSISTANCE PLAN (EAP)
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$184K34.2%
Long-term disability$132K24.5%
Life$120K22.4%
Short-term disability$66K12.4%
Vision$35K6.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$382K83.4%14332
AETNA LIFE INSURANCE COMPANY
EIN 066033492
$41K9.0%1178
EYEMED VISION CARE
EIN 430949844
V
$35K7.6%11209

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., EYEMED$34K$21K$54K100.0%2

History & trajectory

10 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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