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Sponsor portfolioTH

VISIONS FEDERAL CREDIT UNION

EIN 16-0920502-financial services-Latest filing 2024
Plans
3
Retirement
2
$222.5M assets
Welfare
1
$1.6M premiums
Participants
2,699
24 MCKINLEY AVE - ENDICOTT, NY 13760607-786-2000visionsfcu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$151.9M - 869 part#033401k-$70.6M - 973 part#501Mixed-$1.6M - 830 lives

Retirement portfolio analytics

2 plans aggregated / $222.5M assets / 1,842 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN AND TRUST (#001)68%
  • CREDIT UNION 401(K) (#033)32%
Total $222.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#033)973
  • PLAN AND TRUST (#001)869
Total 1,842Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 830 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$654K
  • Life$604K
  • Long-term disability$604K
  • Dental$465K
  • Other$418K
  • Vision$62K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA60%
  • DELTA DENTAL OF CALIFORNIA29%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • THE PAUL REVERE LIFE INSURANCE COMPANY4%
  • AFLAC3%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • NFP INSURANCE SERVICES INC63%
  • MULTIPLE BROKERS (SEE APPENDIX)14%
  • JEFFREY GREENBLOTT11%
  • ROSE & KIERNAN INC9%
  • BERT VAN DER WERFF2%
  • +1 more
Total $42K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$151.9M
Participants869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

VISIONS FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$70.6M
Participants973
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISIONS FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives830
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$151.9M8692024
033VISIONS FEDERAL CREDIT UNION 401(K) PLAN401k$70.6M9732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISIONS FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$1.6M8302024
Retirement plans
Welfare plans
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