# Credit Union Consortium 401(k) Plan
Source: https://planprovider.pro/companies/credit-union-consortium-824121530-601

> Credit Union Consortium's 401(k) plan: 3,348 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Credit Union Consortium

- **Sponsor EIN:** 824121530

- **Sponsor Address:** 111 MONUMENT CIRCLE, INDIANAPOLIS, IN, 46204

- **Plan Type:** 401(k)

- **Plan Number:** 601

- **Total Participants:** 3,348

- **Total Assets:** $34.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|3,348|$34.4M|$0|$0|

| 2024|3,666|$32.3M|$51.7M|$164,385|

| 2023|3,615|$31.0M|$49.5M|$130,001|

| 2022|3,580|$30.7M|$48.4M|$214,637|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ANTHEM INSURANCE COMPANIES, INC.|Recordkeeper|$3,009,741|$7,203|$3,016,944|

| ICUL SERVICES CORPORATION|Other Service Provider|$853,175|—|$853,175|

| CVS HEALTH|Other Service Provider|$429,422|—|$429,422|

| LHD BENEFIT ADVISORS|Investment Advisor|$400,031|—|$400,031|

| EMPLOYERS HEALTH|Other Service Provider|$111,090|—|$111,090|

| CURALINC, LLC|Other Service Provider|$63,232|—|$63,232|

| INDIANA CREDIT UNION LEAGUE|Other Service Provider|$59,802|—|$59,802|

| BOSE, MCKINNEY, & EVANS, LLP|ERISA Attorney|$46,602|—|$46,602|

| RSC INSURANCE BROKERAGE|Other Service Provider|$27,476|—|$27,476|

| KENTUCKY CREDIT UNION LEAGUE|Other Service Provider|$25,008|—|$25,008|

| MARKSNELSON ADVISORY LLC|Other Service Provider|$23,470|—|$23,470|

| BRADY, WARE AND SCHOENFELD|Auditor|$22,890|—|$22,890|

| STIFEL, NICOLAUS & COMPANY, INC.|Investment Advisor|$17,265|—|$17,265|

| THE HOWARD E NYHART COMPANY, INC|Actuary|$6,200|—|$6,200|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,102,607

- **Estimated Expense Ratio:** 14.814% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$48,107,474|$17,265|$3,601,937|$22,890|—|

| 2024|$4,299,822|$16,033|$3,853,314|$20,220|—|

| 2023|$4,018,665|$13,150|$3,399,767|—|—|

| 2022|$3,543,526|—|$3,166,854|—|$510,708|

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