Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$489K
- Life$391K
- Long-term disability$391K
- Dental$339K
- Vision$36K
Sponsor portfolioTH
CITADEL FEDERAL CREDIT UNION
EIN 23-1357102Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$98.2M assets
Welfare
1
$864K premiums
Participants
1,424
520 EAGLEVIEW BLVD - EXTON, PA 19341610-380-6000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $864K premiums / 1,069 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- HARTFORD LIFE AND ACCIDENT45%
- DELTA DENTAL OF CALIFORNIA39%
- UNITED HEALTHCARE INSURANCE COMPANY8%
- EYEMED VISION CARE4%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CITADEL RETIREMENT PLAN
401k
Assets$98.2M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CITADEL FEDERAL CREDIT UNION WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$864K
Covered lives1,069
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITADEL RETIREMENT PLAN | 401k | $98.2M | 776 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CITADEL FEDERAL CREDIT UNION WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $864K | 1,069 | 2025 |
Retirement plans
Welfare plans