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Sponsor portfolioTH

SUFFOLK FEDERAL DBA SUFFOLK CREDIT UNION

EIN 11-2200411-banking-Latest filing 2025
Plans
3
Retirement
2
$27.8M assets
Welfare
1
$4.0M premiums
Participants
556
PO BOX 9005, 3681 HORSEBLOCK ROAD - MEDFORD, NY 11763631-924-8000suffolkfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#033401k-$16.0M - 235 part#022CashBalance-$11.8M - 119 part#502Fully Insured-$4.0M - 275 lives

Retirement portfolio analytics

2 plans aggregated / $27.8M assets / 354 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CAPITAL ACCUMULATION PLAN (#033)58%
  • BALANCE RETIREMENT PENSION (#022)42%
Total $27.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • SENTINEL PENSION ADVISORS100%
Total $27.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)235
  • BALANCE RETIREMENT PENSION (#022)119
Total 354Click row to drill in

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
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • ANTHEM LIFE INSURANCE COMPANY97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • AFLAC1%
  • EMPATHIA, INC.0%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
119%top
  • GALLAGHER BENEFIT SERVICES, INC.119%
  • EMERY TYLER2%
  • ANDREA MARIE MARTORELLO & AGENTS1%
  • JOHN E GLASER1%
  • CHRISTIAN M TULLY0%
  • +3 more
Total $128K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

SUFFOLK CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$16.0M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN

CashBalance

Assets$11.8M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUFFOLK FEDERAL DBA SUFFOLK CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$4.0M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
033SUFFOLK CREDIT UNION CAPITAL ACCUMULATION PLAN401k$16.0M2352024
022SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLANCashBalance$11.8M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUFFOLK FEDERAL DBA SUFFOLK CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredANTHEM BLUE CROSS$4.0M2752025
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