Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Charter Oak Federal Credit Union
EIN 06-0659509bankingLatest filing 2025
Plans
3
Retirement
2
$39.6M assets
Health & Benefits
1
$2.7M premiums
Participants
524
1055 HARTFORD TURNPIKE - WATERFORD, CT 06385860-446-8085charteroak.orgLinkedIn51-200 employeesbanking
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 / $39.6M assets / 317 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 255 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$2.4M
- Health$2.4M
- Prescription drug$2.4M
- Other$203K
- Life$190K
- Short-term disability$184K
- +2 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#004
CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN
401(k)
Assets$35.8M
Participants180
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR UNION EMPLOYEES
Target benefit
Assets$3.8M
Participants137
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARTER OAK FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.7M
Covered lives255
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN | 401(k) | $35.8M | 180 | 2025 |
| #002 | CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR UNION EMPLOYEES | Target benefit | $3.8M | 137 | 2025 |
- #004 · 401(k) · 2025180
- #002 · Target benefit · 2025137
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARTER OAK FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.7M | 255 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025255
Retirement plans
Health & Benefits plans