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Sponsor portfolioWelfare / HealthEIN 59-0678236

ADDITION FINANCIAL CREDIT UNION

1000 PRIMERA BOULEVARD · LAKE MARY, FL 327462194
4078969411
Plans filed
5
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$6.0M
No prior year
Persons covered
715
No prior year
Total participants
371
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$6.0M
ADDITION FINANCIAL CREDIT UNION
Fully insured715 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #505$692K
ADDITION FINANCIAL CREDIT UNION
Fully insured872 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$225K
ADDITION FINANCIAL CREDIT UNION
Mixed496 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$0
ADDITION FINANCIAL CREDIT UNION
Self-funded0 covered·0 carriers
Plan #506$0
ADDITION FINANCIAL CREDIT UNION FLEXIBLE COMPENSATION PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.2M34.7%
Prescription drug$5.2M34.7%
Other$804K5.4%
Dental$757K5.1%
Vision$752K5.1%
Life$752K5.1%
Short-term disability$752K5.1%
Long-term disability$752K5.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxOth
$5.2M87.3%12371
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$752K12.6%11715
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 650073323
D
$6K0.1%1139

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HYLANT GROUP INCTOLEDO, OHSAFEGUARD HEALTH PLANS, INC. A FLORIDA COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$152K$231K$383K100.0%1

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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