Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UTICA GAS & ELECTRIC EMPLOYEES FEDERAL CREDIT UNION
EIN 15-0542904financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
20
215 OLD CAMPION ROAD - NEW HARTFORD, NY 134134953315-733-1596ugefcu.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#022
UTICA GAS AND ELECTRIC EFCU RETIREMENT PENSION PLAN
TraditionalDB
Assets$5.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033
UTICA GAS & ELECTRIC EMPLOYEES FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 022 | UTICA GAS AND ELECTRIC EFCU RETIREMENT PENSION PLAN | TraditionalDB | $5.1M | 9 | 2024 | |
| 033 | UTICA GAS & ELECTRIC EMPLOYEES FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $1.3M | 11 | 2025 |
Retirement plans