Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Suffolk Credit Union
EIN 11-2200411bankingLatest filing 2025
Plans
3
Retirement
2
$31.7M assets
Health & Benefits
1
$4.0M premiums
Participants
588
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $31.7M assets / 386 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 275 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Dental$3.9M
- Vision$3.9M
- Prescription drug$3.9M
- Other$112K
- Life$70K
- +2 more
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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#033
SUFFOLK CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k)
Assets$19.3M
Participants269
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022
SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN
Cash balance
Assets$12.4M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SUFFOLK FEDERAL DBA SUFFOLK CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured - ANTHEM BLUE CROSS
Premiums$4.0M
Covered lives275
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #033 | SUFFOLK CREDIT UNION CAPITAL ACCUMULATION PLAN | 401(k) | $19.3M | 269 | 2025 |
| #022 | SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN | Cash balance | $12.4M | 117 | 2025 |
- #033 · 401(k) · 2025269
- SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN$12.4M#022 · Cash balance · 2025117
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SUFFOLK FEDERAL DBA SUFFOLK CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully insured | ANTHEM BLUE CROSS | $4.0M | 275 | 2025 |
- #502 · Fully insured · ANTHEM BLUE CROSS · 2025275
Retirement plans
Health & Benefits plans