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Sponsor portfolioTH

TEACHERS FEDERAL CREDIT UNION

EIN 11-1751016-banking-Latest filing 2025
Plans
3
Retirement
2
$147.7M assets
Welfare
1
$673K premiums
Participants
3,220
102 MOTOR PARKWAY - HAUPPAUGE, NY 11788631-698-7000teachersfcu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#003TraditionalDB-$74.5M - 1,250 part#001401k-$73.2M - 1,114 part#501Mixed-$673K - 856 lives

Retirement portfolio analytics

2 plans aggregated / $147.7M assets / 2,364 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • DEFINED BENEFIT PLAN (#003)50%
  • DEFERRED COMPENSATION PLAN (#001)50%
Total $147.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • (Not disclosed)50%
  • MERRILL LYNCH PIERCE FENNER & SMITH50%
Total $147.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#003)1,250
  • DEFERRED COMPENSATION PLAN (#001)1,114
Total 2,364Click row to drill in

Benefits portfolio analytics

1 plan / $673K premiums / 856 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$564K
  • Short-term disability$391K
  • Long-term disability$391K
  • Other$391K
  • Dental$110K
Total $673K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • COMPANION LIFE INSURANCE COMPANY26%
  • AETNA LIFE INSURANCE COMPANY16%
Total $673K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • CU BENEFITS ALLIANCE73%
  • FMLASOURCE INC27%
Total $61K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TEACHERS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$74.5M
Participants1,250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TEACHERS FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN

401k

Assets$73.2M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEACHERS FEDERAL CREDIT UNION INSURANCE PLAN

Mixed - MUTUAL OF OMAHA INSURANCE COMPANY

Premiums$673K
Covered lives856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TEACHERS FEDERAL CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$74.5M1,2502024
001TEACHERS FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN401k$73.2M1,1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEACHERS FEDERAL CREDIT UNION INSURANCE PLANMixedMUTUAL OF OMAHA INSURANCE COMPANY$673K8562025
Retirement plans
Welfare plans
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