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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 type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $81K | 38.3% | |
| Long-term disability | $70K | 32.9% | |
| Life | $61K | 28.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | LSTDLTD | $212K | 100.0% | 1 | 3 | 218 |
EIN 351817054 | $0 | 0.0% | 1 | 1 | 205 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | HOUSTON, TX | STANDARD INSURANCE COMPANY | $34K | $0 | $34K | 90.5% | 1 |
| BG SUMMIT, LLC | BOULDER, MT | TOKIO MARINE HCC | $4K | $0 | $4K | 9.5% | 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