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Sponsor portfolioTH

SERVICE FEDERAL CREDIT UNION

EIN 02-0240752-financial services-Latest filing 2025
Plans
3
Retirement
2
$192.6M assets
Welfare
1
$651K premiums
Participants
2,841
3003 LAFAYETTE ROAD - PORTSMOUTH, NH 03801603-422-8442LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$137.7M - 1,379 part#022TraditionalDB-$54.9M - 562 part#501Mixed-$651K - 961 lives

Retirement portfolio analytics

2 plans aggregated / $192.6M assets / 1,941 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING/401K PLAN (#002)71%
  • UNION RETIREMENT PENSION (#022)29%
Total $192.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING/401K PLAN (#002)1,379
  • UNION RETIREMENT PENSION (#022)562
Total 1,941Click row to drill in

Benefits portfolio analytics

1 plan / $651K premiums / 961 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$341K
  • Long-term disability$266K
  • Life$129K
  • Vision$43K
Total $651K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA93%
  • EYEMED VISION CARE7%
Total $651K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FRED C. CHURCH INC.100%
Total $46K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SERVICE FEDERAL CREDIT UNION PROFIT SHARING/401K PLAN

401k

Assets$137.7M
Participants1,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

SERVICE FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$54.9M
Participants562
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SERVICE FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$651K
Covered lives961
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SERVICE FEDERAL CREDIT UNION PROFIT SHARING/401K PLAN401k$137.7M1,3792025
022SERVICE FEDERAL CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$54.9M5622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SERVICE FEDERAL CREDIT UNION HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$651K9612025
Retirement plans
Welfare plans
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