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Sponsor portfolioWelfare / HealthEIN 53-0227896

WRIGHT PATMAN CONGRESSIONAL FEDERAL CREDIT UNION

10461 WHITE GRANITE DRIVE · OAKTON, VA 22124
7039348300
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
246
No prior year
Total participants
156
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #508$2.3M
CONGRESSIONAL FEDERAL CREDIT UNION HEALTH & WELFARE PLANS
Fully insured246 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M42.6%
Dental$2.1M42.6%
Other$206K4.2%
Life$169K3.4%
Short-term disability$169K3.4%
Long-term disability$169K3.4%
Vision$25K0.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HD
$2.1M90.1%11246
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$169K7.2%11211
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$34K1.4%1232
VISION SERVICE PLAN
EIN 237089668
V
$25K1.1%11105
INOVA EMPLOYEE ASSISTANCE
EIN 540620889
Oth
$3K0.1%11153

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY$20K$61K$82K52.4%1
MARSH & MCLENNAN AGENCY LLCSCHAUMBURG, ILMETROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY$14K$44K$58K37.0%1
BEVERLY WILLIE FODENTON, MDAMERICAN HERITAGE LIFE INSURANCE COMPANY$9K$0$9K5.9%1
R&B INSURANCE SERVICE LLCLOCK HAVEN, PAAMERICAN HERITAGE LIFE INSURANCE COMPANY$4K$0$4K2.7%1
KELL KIMBERLY AODENTON, MDAMERICAN HERITAGE LIFE INSURANCE COMPANY$3K$0$3K2.0%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
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