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Sponsor portfolioTH

FAIRWINDS CREDIT UNION

EIN 11-1644012-financial services-Latest filing 2025
Plans
2
Retirement
1
$91.2M assets
Welfare
1
$715K premiums
Participants
1,340
3087 NORTH ALAFAYA TRAIL - ORLANDO, FL 32826407-277-6030fairwinds.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$91.2M - 742 part#503Mixed-$715K - 904 lives

Benefits portfolio analytics

1 plan / $715K premiums / 904 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$405K
  • Life$314K
  • Short-term disability$314K
  • Long-term disability$314K
  • Dental$311K
  • Vision$311K
Total $715K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
  • UNITEDHEALTHCARE INSURANCE COMPANY43%
  • RELIASTAR LIFE INSURANCE COMPANY13%
Total $715K3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • DIGITAL INSURANCE LLC87%
  • CENTRO BENEFITS RESEARCH LLC13%
Total $117K2 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

FAIRWINDS CREDIT UNION RETIREMENT SAVINGS PLAN

401k

Assets$91.2M
Participants742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FAIRWINDS CREDIT UNION FLEXIBLE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$715K
Covered lives904
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAIRWINDS CREDIT UNION RETIREMENT SAVINGS PLAN401k$91.2M7422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FAIRWINDS CREDIT UNION FLEXIBLE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$715K9042025
Retirement plans
Welfare plans
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