Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Summit Federal Credit Un
EIN 16-0754720financial servicesLatest filing 2025
Plans
7
Retirement
2
$65.0M assets
Health & Benefits
5
$2.6M premiums
Participants
894
100 MARINA DR - ROCHESTER, NY 146265104585-453-7236summitfcu.orgLinkedIn201-500 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $65.0M assets / 641 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $2.6M premiums / 1,208 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.3M
- Health$2.2M
- Dental$2.2M
- Prescription drug$2.2M
- Life$73K
- Long-term disability$73K
- +1 more
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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#001
THE SUMMIT FEDERAL CREDIT UNION PENSION PLAN
Traditional DB
Assets$34.9M
Participants354
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN
401(k)
Assets$30.1M
Participants287
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE SUMMIT FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.3M
Covered lives257
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
THE SUMMIT FEDERAL CREDIT UNION DENTAL PLAN
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$145K
Covered lives188
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
THE SUMMIT FEDERAL CREDIT UNION LIFE AND AD&D PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$79K
Covered lives260
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
THE SUMMIT FEDERAL CREDIT UNION LONG TERM DISABILITY PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$28K
Covered lives253
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
THE SUMMIT FEDERAL CREDIT UNION EAP PLAN
Fully insured - ESI EMPLOYEE ASSISTANCE GROUP
Premiums$7K
Covered lives250
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE SUMMIT FEDERAL CREDIT UNION PENSION PLAN | Traditional DB | $34.9M | 354 | 2025 |
| #002 | THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN | 401(k) | $30.1M | 287 | 2025 |
- #001 · Traditional DB · 2025354
- #002 · 401(k) · 2025287
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE SUMMIT FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN | Fully insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.3M | 257 | 2025 |
| #502 | THE SUMMIT FEDERAL CREDIT UNION DENTAL PLAN | Fully insured | EXCELLUS BLUE CROSS BLUE SHIELD | $145K | 188 | 2024 |
| #504 | THE SUMMIT FEDERAL CREDIT UNION LIFE AND AD&D PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $79K | 260 | 2024 |
| #505 | THE SUMMIT FEDERAL CREDIT UNION LONG TERM DISABILITY PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $28K | 253 | 2024 |
| #506 | THE SUMMIT FEDERAL CREDIT UNION EAP PLAN | Fully insured | ESI EMPLOYEE ASSISTANCE GROUP | $7K | 250 | 2024 |
- #501 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2025257
- #502 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2024188
- #504 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2024260
- #505 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2024253
- #506 · Fully insured · ESI EMPLOYEE ASSISTANCE GROUP · 2024250
Retirement plans
Health & Benefits plans