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Sponsor portfolioTH

FIRST HARVEST FEDERAL CREDIT UNION

EIN 21-0641594-financial services-Latest filing 2025
Plans
3
Retirement
2
$21.5M assets
Welfare
1
$107K premiums
Participants
445
1617 HURFFVILLE ROAD - DEPTFORD, NJ 08096856-232-9000firstharvestcu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001CashBalance-$16.0M - 66 part#002401k-$5.5M - 204 part#502Mixed-$107K - 172 lives

Retirement portfolio analytics

2 plans aggregated / $21.5M assets / 270 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN AND TRUST (#001)74%
  • CREDIT UNION 401(K) (#002)26%
Total $21.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)204
  • PLAN AND TRUST (#001)66
Total 270Click row to drill in

Benefits portfolio analytics

1 plan / $107K premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$61K
  • Life$60K
  • Long-term disability$60K
  • Dental$40K
  • Vision$7K
Total $107K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • METROPOLITAN LIFE INSURANCE COMPANY56%
  • DELTA DENTAL OF CALIFORNIA37%
  • EYEMED VISION CARE7%
  • AFLAC1%
Total $107K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • GALLAGHER BENEFIT SERVICES, INC.96%
  • BROWN & BROWN INSURANCE SERVICES3%
  • JENNIFER L SAUNDERS0%
  • BRIAN M LEYPOLDT0%
  • MICHAEL HENSH0%
  • +3 more
Total $9K8 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

FIRST HARVEST FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$16.0M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST HARVEST FEDERAL CREDIT UNION 401(K)

401k

Assets$5.5M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FIRST HARVEST FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$107K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST HARVEST FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$16.0M662025
002FIRST HARVEST FEDERAL CREDIT UNION 401(K)401k$5.5M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FIRST HARVEST FEDERAL CREDIT UNION HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$107K1722025
Retirement plans
Welfare plans
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