Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$16.3M
- PLAN AND TRUST (#001)$15.8M
Filings through .
Top hat
The Peoples Credit Union
EIN 05-0198580bankingLatest filing 2025
Plans
3
Retirement
2
$32.1M assets
Health & Benefits
1
$1.4M premiums
Participants
419
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $32.1M assets / 296 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$15.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 193 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$80K
- Other$61K
- Life$57K
- Long-term disability$57K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PEOPLE'S CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$16.3M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE PEOPLE'S CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$15.8M
Participants130
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PEOPLE'S CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$1.4M
Covered lives193
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PEOPLE'S CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $16.3M | 166 | 2025 |
| #001 | THE PEOPLE'S CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $15.8M | 130 | 2025 |
- #002 · 401(k) · 2025166
- #001 · Traditional DB · 2025130
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PEOPLE'S CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $1.4M | 193 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF RHODE ISLAND · 2025193
Retirement plans
Health & Benefits plans