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Sponsor portfolioWelfare / HealthEIN 54-0674620

CHARTWAY FEDERAL CREDIT UNION

5700 CLEVELAND STREET, SUITE 101 · VIRGINIA BEACH, VA 23462
7575521000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$670K
No prior year
Persons covered
576
No prior year
Total participants
576
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$670K
CHARTWAY FEDERAL CREDIT UNION LIFE, ADD, WEEKLY INDEMNITY AND LTD PLAN
Mixed576 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$630K24.6%
Short-term disability$630K24.6%
Long-term disability$630K24.6%
Other$630K24.6%
Vision$39K1.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$630K94.1%11576
EYEMED VISION CARE
EIN 430949844
V
$39K5.9%11523

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASUN LIFE ASSURANCE COMPANY OF CANADA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$99K$22K$121K100.0%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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