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Sponsor portfolioWelfare / HealthEIN 80-0117641
CREDIT UNION LOAN SOURCE, LLC
3820 MANSELL ROAD, SUITE 140 · ALPHARETTA, GA 30022
6782465955
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$298K
No prior year
Persons covered
244
No prior year
Total participants
135
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $172K | 36.6% | |
| Vision | $172K | 36.6% | |
| Life | $63K | 13.5% | |
| Long-term disability | $32K | 6.8% | |
| Short-term disability | $21K | 4.5% | |
| Other | $10K | 2.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 581638390 | DV | $172K | 57.7% | 1 | 1 | 244 |
EIN 231503749 | LSTDLTDOth | $126K | 42.3% | 1 | 4 | 0 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MEMBERS INSURANCE ADVISORS LLC | PEACHTREE CITY, GA | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA | $36K | $0 | $36K | 100.0% | 1 |
History & trajectory
5 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