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Sponsor portfolioTH

MUNICIPAL CREDIT UNION

EIN 13-5261470-financial services-Latest filing 2025
Plans
3
Retirement
2
$36.7M assets
Welfare
1
$954K premiums
Participants
1,200
22 CORTLANDT STREET, 26TH FLOOR - NEW YORK, NY 10007212-238-3585nymcu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$21.9M - 641 part#001TraditionalDB-$14.8M - 1 part#501Mixed-$954K - 926 lives

Retirement portfolio analytics

2 plans aggregated / $36.7M assets / 642 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CREDIT UNION 401(K) (#002)60%
  • DEFINED BENEFIT PLAN (#001)40%
Total $36.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)641
  • DEFINED BENEFIT PLAN (#001)1
Total 642Click row to drill in

Benefits portfolio analytics

1 plan / $954K premiums / 926 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$495K
  • Short-term disability$495K
  • Long-term disability$495K
  • Other$495K
  • Dental$459K
Total $954K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA52%
  • AETNA LIFE INSURANCE COMPANY48%
Total $954K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
  • IMG0%
Total $51K2 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

MUNICIPAL CREDIT UNION 401(K) PLAN

401k

Assets$21.9M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MUNICIPAL CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$14.8M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MUNICIPAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$954K
Covered lives926
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MUNICIPAL CREDIT UNION 401(K) PLAN401k$21.9M6412024
001MUNICIPAL CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$14.8M12025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MUNICIPAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$954K9262025
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