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Sponsor portfolioTH

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION

EIN 23-0961140-banking-Latest filing 2025
Plans
3
Retirement
2
$221.6M assets
Welfare
1
$1.7M premiums
Participants
1,916
P.O. BOX 67013 - HARRISBURG, PA 171067013717-777-2280LinkedIn1-10 employeesbanking
Plans on this EIN
3 filings
#002401k-$217.8M - 1,013 part#001TraditionalDB-$3.7M - 21 part#501Mixed-$1.7M - 844 lives

Retirement portfolio analytics

2 plans aggregated / $221.6M assets / 1,034 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • 401(K) RETIREMENT PLAN (#002)98%
  • UNION RETIREMENT PLAN (#001)2%
Total $221.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • CHARLES SCHWAB & CO., INC.98%
  • (Not disclosed)2%
Total $221.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)1,013
  • UNION RETIREMENT PLAN (#001)21
Total 1,034Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 844 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$888K
  • Short-term disability$888K
  • Long-term disability$888K
  • Other$888K
  • Stop-loss$839K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY51%
  • AVALON INSURANCE COMPANY49%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $145K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$217.8M
Participants1,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN

TraditionalDB

Assets$3.7M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PSECU EMPLOYEE WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives844
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN401k$217.8M1,0132025
001PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLANTraditionalDB$3.7M212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PSECU EMPLOYEE WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.7M8442024
Retirement plans
Welfare plans
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