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Sponsor portfolioWelfare / HealthEIN 81-0208730

WHITEFISH CREDIT UNION

300 BAKER AVE · WHITEFISH, MT 599372434
4066823525
Plans filed
5
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$212K
No prior year
Persons covered
218
No prior year
Total participants
222
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #510$212K
WHITEFISH CREDIT UNION EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN
Mixed218 covered·2 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #502$35K
LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT
Fully insured217 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #503$34K
SHORT TERM DISABILITY
Fully insured147 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #504$29K
LONG TERM DISABILITY
Fully insured148 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #501$0
WHITEFISH CREDIT UNION GROUP MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$81K38.3%
Long-term disability$70K32.9%
Life$61K28.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTD
$212K100.0%13218
HCC LIFE INSURANCE COMPANY
EIN 351817054
$00.0%11205

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.HOUSTON, TXSTANDARD INSURANCE COMPANY$34K$0$34K90.5%1
BG SUMMIT, LLCBOULDER, MTTOKIO MARINE HCC$4K$0$4K9.5%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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