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Sponsor portfolioTH

WORKERS FEDERAL CREDIT UNION

EIN 04-2079901-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$48.9M assets
Welfare
1
$257K premiums
Participants
702
119 RUSSELL STREET - LITTLETON, MA 01460978-353-7086
Plans on this EIN
2 filings
#002401k-$48.9M - 437 part#501Mixed-$257K - 350 lives

Benefits portfolio analytics

1 plan / $257K premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$257K
  • Life$244K
  • Long-term disability$244K
Total $257K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • SUN LIFE ASSURANCE COMPANY OF CANADA36%
  • ALLONE HEALTH5%
Total $257K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CU BENEFITS ALLIANCE100%
Total $16K1 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

WORKERS FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$48.9M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORKERS CREDIT UNION WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$257K
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WORKERS FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN401k$48.9M4372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORKERS CREDIT UNION WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$257K3502025
Retirement plans
Welfare plans
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