Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$42.1M
- PLAN & TRUST (#003)$18.1M
Filings through .
Top hat
Island Federal Credit Union
EIN 11-1814791bankingLatest filing 2025
Plans
5
Retirement
2
$60.2M assets
Health & Benefits
3
$2.3M premiums
Participants
632
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $60.2M assets / 308 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$42.1M
Participants by plan
Active + retired + deferred vested
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
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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#001
ISLAND FEDERAL CREDIT UNION RETIREMENT INCOME PLAN AND TRUST
Traditional DB
Assets$42.1M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ISLAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST
401(k)
Assets$18.1M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ISLAND FEDERAL CREDIT UNION EMPLOYEES MEDICAL AND DENTAL PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$2.2M
Covered lives90
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ISLAND FEDERAL CREDIT UNION HRA PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ISLAND FEDERAL CREDIT UNION RETIREMENT INCOME PLAN AND TRUST | Traditional DB | $42.1M | 143 | 2025 |
| #003 | ISLAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST | 401(k) | $18.1M | 165 | 2025 |
- #001 · Traditional DB · 2025143
- #003 · 401(k) · 2025165
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ISLAND FEDERAL CREDIT UNION EMPLOYEES MEDICAL AND DENTAL PLAN | Fully insured | AETNA LIFE INSURANCE CO. | $2.2M | 90 | 2025 |
| #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 | $48K | 131 | 2025 |
| #503 | ISLAND FEDERAL CREDIT UNION HRA PLAN | Unknown | - | $0 | 0 | 2025 |
- #502 · Fully insured · AETNA LIFE INSURANCE CO. · 202590
- #501 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · 2025131
- #503 · Unknown · 20250
Retirement plans
Health & Benefits plans