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Sponsor portfolioTH

UNITED NATIONS FEDERAL CREDIT UNION

EIN 13-1628594-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$328.9M assets
Welfare
1
$1.6M premiums
Participants
2,497
2401-44TH ROAD - LONG ISLAND CITY, NY 111014605347-418-3766
Plans on this EIN
3 filings
#001401k-$184.4M - 900 part#022CashBalance-$144.4M - 850 part#501Mixed-$1.6M - 1,178 lives

Retirement portfolio analytics

2 plans aggregated / $328.9M assets / 1,750 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND TRUST (#001)56%
  • BALANCE RETIREMENT PENSION (#022)44%
Total $328.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)900
  • BALANCE RETIREMENT PENSION (#022)850
Total 1,750Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$827K
  • Other$673K
  • Life$662K
  • Short-term disability$662K
  • Long-term disability$662K
  • Vision$68K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • METROPOLITAN LIFE INSURANCE COMPANY53%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA42%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • EMPATHIA, INC.1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • ASSUREDPARTNERS2%
Total $107K2 slices

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$184.4M
Participants900
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$1.6M
Covered lives1,178
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$184.4M9002025
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$1.6M1,1782025
Retirement plans
Welfare plans
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