Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$24.9M
- PLAN AND TRUST (#001)$23.1M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $47.9M assets / 313 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.8M premiums / 163 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - HARVARD PILGRIM HEALTH CARE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $24.9M | 155 | 2025 |
| #001 | COFCU CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $23.1M | 158 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CENTRAL ONE FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully insured | HARVARD PILGRIM HEALTH CARE | $1.8M | 163 | 2025 |