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Original filing (PDF)20250717093221NAL0000057025001
EDUCATORS CREDIT UNION
Form 5500
FILING_RECEIVED
EDUCATORS CREDIT UNION WRAP PLAN
Health & welfare plan
Signals · 2
No auditor on file6 service providers
Active participants
458
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATORS CREDIT UNION.
Plan sponsor
Name
EDUCATORS CREDIT UNION
EIN
39-0555293
Address
321 SE FRONTAGE ROAD · MT. PLEASANT, WI · 53177
Phone
(262) 886-5900
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Welfare benefit codes
4D · Dental
4E · Vision
4A · Health (other than dental or vision)
4F · Temporary Disability (accident and sickness)
4Q · Other
4H · Long-Term Disability
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HEALTH PLAN OF THE UPPER OHIO | 55-0585592 | — | RECORDKEEPING | $600 | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON COMPANIES,LLC | 20-3354970 | — | BROKER | $120K | — |
| CARPENTER ROWLAND BATENBURG | — | RACINE, WI | INS AGENT OR BROKER | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | THIRD PARTY ADMIN | $18K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR,INC. | 39-1995276 | — | CLAIMS PROCESSING | $298K | — |
| RXBENEFITS, INC. | 63-1157085 | — | CLAIMS PROCESSING | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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