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Sponsor portfolioTH

CITY OF BOSTON EMPLOYEES' CREDIT UNION

EIN 04-1103180-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
3
$17.8M assets
Welfare
0
Participants
230
455 WEST BROADWAY - SOUTH BOSTON, MA 02127617-635-2470
Plans on this EIN
3 filings
#002MoneyPurchase-$10.0M - 58 part#001MoneyPurchase-$5.8M - 76 part#003401k-$2.1M - 96 part

Retirement portfolio analytics

3 plans aggregated / $17.8M assets / 230 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • MONEY PURCHASE PENSION (#002)56%
  • MONEY PURCHASE PENSION (#001)33%
  • CREDIT UNION 401(K) (#003)12%
Total $17.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)96
  • MONEY PURCHASE PENSION (#001)76
  • MONEY PURCHASE PENSION (#002)58
Total 230Click row to drill in

Plan deep-dives

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

CITY OF BOSTON EMPLOYEES' CREDIT UNION MANAGERS MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$10.0M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CITY OF BOSTON EMPLOYEES' CREDIT UNION MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$5.8M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CITY OF BOSTON EMPLOYEES' CREDIT UNION 401(K) PLAN

401k

Assets$2.1M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002CITY OF BOSTON EMPLOYEES' CREDIT UNION MANAGERS MONEY PURCHASE PENSION PLANMoneyPurchase$10.0M582024
001CITY OF BOSTON EMPLOYEES' CREDIT UNION MONEY PURCHASE PENSION PLANMoneyPurchase$5.8M762024
003CITY OF BOSTON EMPLOYEES' CREDIT UNION 401(K) PLAN401k$2.1M962024
Retirement plans
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