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Sponsor portfolioTH

AFFINITY FEDERAL CREDIT UNION

EIN 13-5562114-financial services-Latest filing 2024
Plans
2
Retirement
1
$109.1M assets
Welfare
1
$580K premiums
Participants
1,323
73 MOUNTAIN VIEW BLVD - BASKING RIDGE, NJ 07920908-860-3973affinityfcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$109.1M - 743 part#501Mixed-$580K - 562 lives

Benefits portfolio analytics

1 plan / $580K premiums / 562 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$478K
  • Life$399K
  • Short-term disability$399K
  • Long-term disability$398K
  • Vision$102K
  • Dental$43K
Total $580K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA61%
  • SPRING HEALTH11%
  • VISION SERVICE PLAN10%
  • AFLAC7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • +1 more
Total $580K6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • LOCKTON COMPANIES, LLC92%
  • JESSICA A BOUTILETTE2%
  • TIMOTHY MCANDREWS2%
  • MERCER HEALTH AND BENEFITS, LLC1%
  • JOSHUA PAUL GROUP INC1%
  • +3 more
Total $68K8 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

AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$109.1M
Participants743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFFINITY FEDERAL CREDIT UNION HEALTH BENEFIT PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$580K
Covered lives562
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AFFINITY FEDERAL CREDIT UNION 401(K) PLAN401k$109.1M7432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFFINITY FEDERAL CREDIT UNION HEALTH BENEFIT PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$580K5622024
Retirement plans
Welfare plans
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