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Sponsor portfolioTH

BROADVIEW FCU

EIN 14-1338566-financial services-Latest filing 2025
Plans
2
Retirement
1
$245.7M assets
Welfare
1
$18.9M premiums
Participants
3,147
4 WINNERS CIR - ALBANY, NY 122051121518-458-2195broadviewfcu.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$245.7M - 1,780 part#501Mixed-$18.9M - 2,843 lives

Benefits portfolio analytics

1 plan / $18.9M premiums / 2,843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.0M
  • Prescription drug$18.0M
  • Other$17.4M
  • Life$635K
  • Short-term disability$635K
  • Long-term disability$635K
  • +1 more
Total $18.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MVP HEALTH CARE88%
  • BLUE CROSS OF CALIFORNIA5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • INDEPENDENT HEALTH2%
  • UCM DIGITAL HEALTH1%
  • +2 more
Total $18.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • IMG0%
Total $677K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BROADVIEW RETIREMENT SAVINGS PLAN

401k

Assets$245.7M
Participants1,780
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROADVIEW FCU WELFARE BENEFIT PLAN

Mixed - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$18.9M
Covered lives2,843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BROADVIEW RETIREMENT SAVINGS PLAN401k$245.7M1,7802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROADVIEW FCU WELFARE BENEFIT PLANMixedCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$18.9M2,8432025
Retirement plans
Welfare plans
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