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Sponsor portfolioTH

QUORUM FEDERAL CREDIT UNION

EIN 13-1517541-financial services-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$849K premiums
Participants
245
2500 WESTCHESTER AVENUE, SUITE 113 - PURCHASE, NY 10577914-641-3700quorumfcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$8.1M - 92 part#510Fully Insured-$849K - 225 lives

Benefits portfolio analytics

1 plan / $849K premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$700K
  • Dental$700K
  • Vision$700K
  • Other$149K
  • Life$144K
  • Short-term disability$144K
  • +1 more
Total $849K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • SUN LIFE ASSURANCE COMPANY OF CANADA17%
  • COMPSYCH0%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • TRANSAMERICA LIFE INSURANCE COMPANY0%
  • +1 more
Total $849K6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • KISTLER TIFFANY BENEFITS88%
  • DIGITAL INSURANCE LLC12%
  • ENROLLEASE0%
  • TRIBEN INSURANCE SOLUTIONS INC0%
  • JAMES T KINNEY0%
Total $144K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

QUORUM FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

CashBalance

Assets$8.1M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

QUORUM FEDERAL CREDIT UNION WRAP PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$849K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002QUORUM FEDERAL CREDIT UNION DEFINED BENEFIT PLANCashBalance$8.1M922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510QUORUM FEDERAL CREDIT UNION WRAP PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$849K2252025
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