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Sponsor portfolioTH

PEOPLE FIRST FEDERAL CREDIT UNION

EIN 23-1381044-banking-Latest filing 2025
Plans
4
Retirement
3
$32.2M assets
Welfare
1
$2.8M premiums
Participants
454
740 HAMILTON STREET, SUITE 300 - ALLENTOWN, PA 18101610-797-7440peoplefirst.comLinkedIn51-200 employeesbanking
Plans on this EIN
4 filings
#001CashBalance-$18.6M - 112 part#003401k-$8.7M - 96 part#002401k-$4.8M - 92 part#501Fully Insured-$2.8M - 315 lives

Retirement portfolio analytics

3 plans aggregated / $32.2M assets / 300 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • BALANCE RETIREMENT PENSION (#001)58%
  • NON UNION PLAN (#003)27%
  • 401(K) UNION PLAN (#002)15%
Total $32.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BALANCE RETIREMENT PENSION (#001)112
  • NON UNION PLAN (#003)96
  • 401(K) UNION PLAN (#002)92
Total 300Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Vision$2.6M
  • Prescription drug$2.6M
  • Dental$111K
  • Short-term disability$60K
  • Long-term disability$40K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • DARE, ANTHONY J66%
  • THE BENECON GROUP22%
  • BSI CORPORATE BENEFITS LLC12%
Total $88K3 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

PEOPLE FIRST FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN

CashBalance

Assets$18.6M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PEOPLE FIRST FEDERAL CREDIT UNION 401(K) NON UNION PLAN

401k

Assets$8.7M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PEOPLE FIRST FEDERAL CREDIT UNION 401(K) UNION PLAN

401k

Assets$4.8M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEOPLE FIRST FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK INC.

Premiums$2.8M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001PEOPLE FIRST FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLANCashBalance$18.6M1122024
003PEOPLE FIRST FEDERAL CREDIT UNION 401(K) NON UNION PLAN401k$8.7M962025
002PEOPLE FIRST FEDERAL CREDIT UNION 401(K) UNION PLAN401k$4.8M922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEOPLE FIRST FEDERAL CREDIT UNION WELFARE BENEFIT PLANFully InsuredHIGHMARK INC.$2.8M3152024
Retirement plans
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