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Sponsor portfolioWelfare / HealthEIN 93-0251640

ADVANTIS CREDIT UNION

14405 MEYERS RD · OREGON CITY, OR 970458199
5037852528
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$569K
No prior year
Persons covered
299
No prior year
Total participants
274
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$569K
ADVANTIS CREDIT UNION HEALTH AND WELFARE PLAN
Mixed299 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$403K68.4%
Dental$109K18.5%
Long-term disability$56K9.6%
Life$21K3.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$442K77.7%13299
WILLAMETTE DENTAL INSURANCE, INC.
EIN 931171647
D
$109K19.2%11205
CANOPY
EIN 930774210
Oth
$18K3.1%11295

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CU BENEFITS ALLIANCESALEM, ORWILLAMETTE DENTAL INSURANCE INC, UNITED OF OMAHA LIFE INSURANCE COMPANY$13K$3K$16K100.0%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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