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Sponsor portfolioTH

SUN EAST FEDERAL CREDIT UNION

EIN 23-1442032-banking-Latest filing 2025
Plans
3
Retirement
2
$29.3M assets
Welfare
1
$1.7M premiums
Participants
436
4500 PENNELL RD - ASTON, PA 19014610-485-2960suneast.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001CashBalance-$16.4M - 78 part#002401k-$13.0M - 213 part#502Fully Insured-$1.7M - 164 lives

Retirement portfolio analytics

2 plans aggregated / $29.3M assets / 291 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND TRUST (#001)56%
  • PLAN AND TRUST (#002)44%
Total $29.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • CMFG LIFE INSURANCE COMPANY44%
Total $29.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)213
  • PLAN AND TRUST (#001)78
Total 291Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$459K
  • Other$47K
  • Long-term disability$46K
  • Life$39K
  • Vision$15K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • STANDARD INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • FLEXIBLE BENEFIT PLANS, INC.86%
  • PENTRA LLC11%
  • GCG FINANCIAL LLC3%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $84K4 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

SUN EAST FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$16.4M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUN EAST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$13.0M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUN EAST FEDERAL CREDIT UNION HEALTH & WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.7M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUN EAST FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$16.4M782024
002SUN EAST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$13.0M2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUN EAST FEDERAL CREDIT UNION HEALTH & WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$1.7M1642025
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