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Sponsor portfolioTH

ATLANTIC FEDERAL CREDIT UNION

EIN 01-0211682-banking-Latest filing 2025
Plans
2
Retirement
1
$28.5M assets
Welfare
1
$2.6M premiums
Participants
468
600 SABLE OAKS DR, SUITE 100 - SOUTH PORTLAND, ME 04106207-373-5116atlanticfcu.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#003401k-$28.5M - 253 part#501Fully Insured-$2.6M - 271 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$148K
  • Other$73K
  • Life$42K
  • Short-term disability$37K
  • Long-term disability$29K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HARVARD PILGRIM HEALTH CARE89%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • RED TREE INSURANCE COMPANY, INC.0%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • COMBINED SERVICES LLC0%
Total $73K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ATLANTIC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$28.5M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATLANTIC FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLAN

Fully Insured - HPHC INSURANCE COMPANY

Premiums$2.6M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ATLANTIC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$28.5M2532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATLANTIC FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLANFully InsuredHPHC INSURANCE COMPANY$2.6M2712025
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Welfare plans
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