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Sponsor portfolioTH

FIRST CITIZENS FEDERAL CREDIT UNION

EIN 04-1120944-banking-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$1.3M premiums
Participants
342
200 MILL ROAD, SUITE 100 - FAIRHAVEN, MA 02719508-999-1341LinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$12.5M - 201 part#501Fully Insured-$1.3M - 138 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Life$34K
  • Other$34K
  • Long-term disability$15K
  • Short-term disability$15K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • USABLE LIFE5%
  • EYEMED VISION CARE1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • NFP INSURANCE SERVICES INC70%
  • INDIGO INSURANCE SVC30%
Total $42K2 slices

Plan deep-dives

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

FIRST CITIZENS' FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$12.5M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FCFCU HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.3M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FIRST CITIZENS' FEDERAL CREDIT UNION 401(K) PLAN401k$12.5M2012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FCFCU HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.3M1382025
Retirement plans
Welfare plans
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