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  1. Companies/
  2. Sunmark Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Sunmark Credit Union

EIN 14-1364933-financial services-Latest filing 2025
Plans
3
Retirement
2
$49.9M assets
Health & Benefits
1
$352K premiums
Participants
962
1187 TROY SCHENECTADY RD - LATHAM, NY 121101086518-382-2597sunmark.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#034401(k)-$25.5M - 337 part#022Cash balance-$24.4M - 368 part#505Mixed-$352K - 252 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $49.9M assets / 705 participants

Assets by plan

Share of aggregate retirement assets

  • CREDIT UNION 401(K) (#034)$25.5M
  • BALANCE RETIREMENT PENSION (#022)$24.4M
Total $49.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BALANCE RETIREMENT PENSION (#022)368
  • CREDIT UNION 401(K) (#034)337
Total 705Select a row to open it

Benefits portfolio analytics

1 plan / $352K premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$352K
  • Life$253K
  • Short-term disability$253K
  • Long-term disability$253K
  • Dental$84K
  • Vision$84K
Total $352K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#034

SUNMARK CREDIT UNION 401(K) PLAN

401(k)

Assets$25.5M
Participants337
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

SUNMARK CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN

Cash balance

Assets$24.4M
Participants368
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

SUNMARK CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN

Mixed - GUARDIAN LIFE INS CO OF AMERICA

Premiums$352K
Covered lives252
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#034SUNMARK CREDIT UNION 401(K) PLAN401(k)$25.5M3372025
#022SUNMARK CREDIT UNION CASH BALANCE RETIREMENT PENSION PLANCash balance$24.4M3682025
  • SUNMARK CREDIT UNION 401(K) PLAN$25.5M
    #034 · 401(k) · 2025337
  • SUNMARK CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN$24.4M
    #022 · Cash balance · 2025368

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505SUNMARK CREDIT UNION HEALTH AND WELFARE BENEFITS PLANMixedGUARDIAN LIFE INS CO OF AMERICA$352K2522025
  • SUNMARK CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN$352K
    #505 · Mixed · GUARDIAN LIFE INS CO OF AMERICA · 2025252
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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