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Sponsor portfolioTH

TRIANGLE CREDIT UNION

EIN 02-0223137-banking-Latest filing 2025
Plans
3
Retirement
2
$16.4M assets
Welfare
1
$1.0M premiums
Participants
481
30 TEMPLE ST., SUITE 700 - NASHUA, NH 03060603-889-2470trianglecu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001CashBalance-$10.6M - 154 part#002401k-$5.8M - 179 part#507Mixed-$1.0M - 199 lives

Retirement portfolio analytics

2 plans aggregated / $16.4M assets / 333 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN AND TRUST (#001)64%
  • UNION 401(K) Savings (#002)36%
Total $16.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • (Not disclosed)64%
  • JOHN HANCOCK LIFE INSURANCE COMPANY36%
Total $16.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION 401(K) Savings (#002)179
  • PLAN AND TRUST (#001)154
Total 333Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$687K
  • Dental$306K
  • Life$306K
  • Short-term disability$306K
  • Long-term disability$306K
  • Other$306K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • PROSELECT INSURANCE COMPANY DBA COVERYS68%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA30%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HILB GROUP OF NEW ENGLAND99%
  • COMBINED SERVICES LLC1%
Total $17K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRIANGLE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$10.6M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRIANGLE CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$5.8M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

TRIANGLE CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - PROSELECT INSURANCE COMPANY

Premiums$1.0M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRIANGLE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$10.6M1542024
002TRIANGLE CREDIT UNION 401(K) SAVINGS PLAN401k$5.8M1792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507TRIANGLE CREDIT UNION EMPLOYEE BENEFIT PLANMixedPROSELECT INSURANCE COMPANY$1.0M1992025
Retirement plans
Welfare plans
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