Assets by plan
Share of aggregate retirement assets
- CREDIT UNION Savings (#001)$192.4M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $195.5M assets / 1,313 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $579K premiums / 997 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Unknown
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ESL FEDERAL CREDIT UNION SAVINGS PLAN | 401(k) | $192.4M | 1,313 | 2025 |
| #002 | ESL FEDERAL CREDIT UNION PENSION PLAN | Cash balance | $3.1M | 0 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ESL FEDERAL CREDIT UNION WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $579K | 997 | 2025 |
| #506 | ESL FEDERAL CREDIT UNION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION PLAN | Unknown | - | $0 | 0 | 2025 |