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Sponsor portfolioTH

ISLAND FEDERAL CREDIT UNION

EIN 11-1814791-banking-Latest filing 2025
Plans
5
Retirement
2
$59.7M assets
Welfare
3
$2.3M premiums
Participants
667
120 MOTOR PARKWAY - HAUPPAUGE, NY 11788631-851-1100LinkedIn51-200 employeesbanking
Plans on this EIN
5 filings
#001TraditionalDB-$38.6M - 156 part#003401k-$21.1M - 187 part#502Fully Insured-$2.2M - 90 lives#501Fully Insured-$48K - 131 lives#503Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $59.7M assets / 343 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN AND TRUST (#001)65%
  • PLAN & TRUST (#003)35%
Total $59.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • SENTINEL PENSION ADVISORS35%
Total $59.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)187
  • PLAN AND TRUST (#001)156
Total 343Click row to drill in

Benefits portfolio analytics

3 plans / $2.3M premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Other$48K
  • Life$44K
  • Long-term disability$44K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • AETNA LIFE INSURANCE COMPANY98%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • CORPORATE SYNERGIES GROUP LLC87%
  • MARSH & MCLENNAN AGENCY LLC11%
  • FOUNDATION RISK PARTNERS CORP1%
  • RUEBEN WARNER ASSOCIATES, INC.1%
Total $71K4 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

ISLAND FEDERAL CREDIT UNION RETIREMENT INCOME PLAN AND TRUST

TraditionalDB

Assets$38.6M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ISLAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST

401k

Assets$21.1M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ISLAND FEDERAL CREDIT UNION EMPLOYEES MEDICAL AND DENTAL PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$2.2M
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP LONG TERM DISABILITY, BASIC TERM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN FOR EMPLOYEES OF ISLAND FEDERAL CREDIT UNION

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$48K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ISLAND FEDERAL CREDIT UNION HRA PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ISLAND FEDERAL CREDIT UNION RETIREMENT INCOME PLAN AND TRUSTTraditionalDB$38.6M1562024
003ISLAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST401k$21.1M1872024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ISLAND FEDERAL CREDIT UNION EMPLOYEES MEDICAL AND DENTAL PLANFully InsuredAETNA LIFE INSURANCE CO.$2.2M902025
501GROUP LONG TERM DISABILITY, BASIC TERM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN FOR EMPLOYEES OF ISLAND FEDERAL CREDIT UNIONFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$48K1312025
503ISLAND FEDERAL CREDIT UNION HRA PLANUnknown-$002025
Retirement plans
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