PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. UTAH COMMUNITY FEDERAL CREDIT UNION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 87-0231088

UTAH COMMUNITY FEDERAL CREDIT UNION

360 WEST 4800 NORTH · PROVO, UT 84604
8012237771
Plans filed
2
Years active
2016–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$4.7M
No prior year
Persons covered
782
No prior year
Total participants
261
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$4.7M
UTAH COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured782 covered·5 carriers
Primary: SELECTHEALTH
Plan #502$12K
AD&D PLAN FOR EMPLOYEES OF UTAH COMMUNITY FEDERAL CREDIT UNION
Fully insured357 covered·1 carrier
Primary: ZURICH AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.2M85.1%
Dental$309K6.3%
Other$166K3.4%
Life$130K2.6%
Long-term disability$130K2.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SELECTHEALTH
EIN 870409820
H
$4.2M89.8%12638
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$309K6.6%11782
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$130K2.8%11313
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$23K0.5%11114
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$14K0.3%11418

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SHUMWAY INSURANCE GROUPAMERICAN FORK, UTSELECTHEALTH, UNUM LIFE INSURANCE COMPANY OF AMERICA, PRUDENTIAL INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY$166K$42K$208K98.7%1
DIGITAL INSURANCE LLCATLANTA, GAZURICH AMERICAN INSURANCE COMPANY$3K$0$3K1.3%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$45$450.0%1

History & trajectory

9 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica