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Sponsor portfolioTH

SUNMARK CREDIT UNION

EIN 14-1364933-financial services-Latest filing 2025
Plans
3
Retirement
2
$49.4M assets
Welfare
1
$352K premiums
Participants
941
1187 TROY SCHENECTADY RD - LATHAM, NY 121101085518-382-2597sunmark.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#022CashBalance-$26.3M - 351 part#034401k-$23.0M - 333 part#505Mixed-$352K - 252 lives

Retirement portfolio analytics

2 plans aggregated / $49.4M assets / 684 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • BALANCE RETIREMENT PENSION (#022)53%
  • CREDIT UNION 401(K) (#034)47%
Total $49.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BALANCE RETIREMENT PENSION (#022)351
  • CREDIT UNION 401(K) (#034)333
Total 684Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $352K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSHALL & STERLING EMPLOYEE BENEFI100%
Total $44K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

SUNMARK CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN

CashBalance

Assets$26.3M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#034

SUNMARK CREDIT UNION 401(K) PLAN

401k

Assets$23.0M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SUNMARK CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN

Mixed - GUARDIAN LIFE INS CO OF AMERICA

Premiums$352K
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
022SUNMARK CREDIT UNION CASH BALANCE RETIREMENT PENSION PLANCashBalance$26.3M3512024
034SUNMARK CREDIT UNION 401(K) PLAN401k$23.0M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SUNMARK CREDIT UNION HEALTH AND WELFARE BENEFITS PLANMixedGUARDIAN LIFE INS CO OF AMERICA$352K2522025
Retirement plans
Welfare plans
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