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  2. UNITED NATIONS FEDERAL CREDIT UNION
Sponsor portfolioTH

UNITED NATIONS FEDERAL CREDIT UNION

EIN 13-1628594-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$303.2M assets
Welfare
1
$1.5M premiums
Participants
2,303
2401-44TH ROAD - LONG ISLAND, NY 11101347-418-3766
Plans on this EIN
3 filings
#001401k-$158.7M - 868 part#022CashBalance-$144.4M - 850 part#501Mixed-$1.5M - 1,379 lives

Retirement portfolio analytics

2 plans aggregated / $303.2M assets / 1,718 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#001)52%
  • BALANCE RETIREMENT PENSION (#022)48%
Total $303.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)868
  • BALANCE RETIREMENT PENSION (#022)850
Total 1,718Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$758K
  • Life$641K
  • Short-term disability$641K
  • Long-term disability$641K
  • Other$641K
  • Vision$65K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • METROPOLITAN LIFE INSURANCE COMPANY52%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $105K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED NATIONS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$158.7M
Participants868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

UNITED NATIONS FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN

CashBalance

Assets$144.4M
Participants850
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNFCU HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED NATIONS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$158.7M8682024
022UNITED NATIONS FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLANCashBalance$144.4M8502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNFCU HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.5M1,3792024
Retirement plans
Welfare plans
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