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Sponsor portfolioTH

FOURLEAF FEDERAL CREDIT UNION

EIN 11-1525965-banking-Latest filing 2025
Plans
3
Retirement
2
$221.1M assets
Welfare
1
$1.0M premiums
Participants
2,779
899 SOUTH OYSTER BAY ROAD - BETHPAGE, NY 11714516-349-6880bethpagefcu.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$113.6M - 571 part#002401k-$107.4M - 1,064 part#501Mixed-$1.0M - 1,743 lives

Retirement portfolio analytics

2 plans aggregated / $221.1M assets / 1,635 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CREDIT UNION PENSION (#001)51%
  • 401(K) THRIFT PLAN (#002)49%
Total $221.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) THRIFT PLAN (#002)1,064
  • CREDIT UNION PENSION (#001)571
Total 1,635Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$942K
  • Dental$902K
  • Life$902K
  • Long-term disability$902K
  • Vision$65K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HUB INTERNATIONAL MIDWEST LIMITED89%
  • UNKNOWN11%
Total $62K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BETHPAGE FEDERAL CREDIT UNION PENSION PLAN

TraditionalDB

Assets$113.6M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN

401k

Assets$107.4M
Participants1,064
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOURLEAF FEDERAL CREDIT UNION EMPLOYEE HEALTH CARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives1,743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BETHPAGE FEDERAL CREDIT UNION PENSION PLANTraditionalDB$113.6M5712024
002BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN401k$107.4M1,0642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOURLEAF FEDERAL CREDIT UNION EMPLOYEE HEALTH CARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.0M1,7432025
Retirement plans
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