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Sponsor portfolioTH

TEG FEDERAL CREDIT UNION

EIN 14-6077731-financial services-Latest filing 2025
Plans
3
Retirement
2
$23.7M assets
Welfare
1
$149K premiums
Participants
465
1 COMMERCE STREET - POUGHKEEPSIE, NY 12603845-473-2758tegfcu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#003TraditionalDB-$17.3M - 137 part#002401k-$6.4M - 199 part#501Mixed-$149K - 314 lives

Retirement portfolio analytics

2 plans aggregated / $23.7M assets / 336 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • UNION RETIREMENT PENSION (#003)73%
  • CAPITAL ACCUMULATION PLAN (#002)27%
Total $23.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#002)199
  • UNION RETIREMENT PENSION (#003)137
Total 336Click row to drill in

Benefits portfolio analytics

1 plan / $149K premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$66K
  • Other$36K
  • Short-term disability$34K
  • Life$17K
  • Vision$11K
  • Long-term disability$10K
Total $149K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • METROPOLITAN LIFE INSURANCE COMPANY45%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY28%
  • HARTFORD LIFE AND ACCIDENT13%
  • UCM DIGITAL HEALTH7%
  • ANTHEM LIFE INSURANCE COMPANY7%
Total $149K5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • ROSE & KIERNAN INC55%
  • NFP INSURANCE SERVICES INC35%
  • PROFESSIONAL PENSIONS INC11%
Total $26K3 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

TEG FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$17.3M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TEG FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$6.4M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEG FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$149K
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TEG FEDERAL CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$17.3M1372024
002TEG FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401k$6.4M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEG FEDERAL CREDIT UNION WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$149K3142025
Retirement plans
Welfare plans
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