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Sponsor portfolioTH

PHILADELPHIA FEDERAL CREDIT UNION

EIN 23-1502500-banking-Latest filing 2025
Plans
3
Retirement
2
$155.8M assets
Welfare
1
$967K premiums
Participants
854
12800 TOWNSEND ROAD - PHILADELPHIA, PA 19154215-934-3565pfcu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$108.7M - 262 part#033403b-$47.0M - 341 part#503Mixed-$967K - 275 lives

Retirement portfolio analytics

2 plans aggregated / $155.8M assets / 603 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN AND TRUST (#001)70%
  • CAPITAL ACCUMULATION PLAN (#033)30%
Total $155.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • (Not disclosed)70%
  • CMFG LIFE INSURANCE COMPANY30%
Total $155.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)341
  • PLAN AND TRUST (#001)262
Total 603Click row to drill in

Benefits portfolio analytics

1 plan / $967K premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$606K
  • Other$352K
  • Dental$338K
  • Life$338K
  • Short-term disability$338K
  • Long-term disability$338K
  • +1 more
Total $967K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • AVALON INSURANCE COMPANY63%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
  • REVIVEHEALTH1%
  • BLUE CROSS OF CALIFORNIA1%
Total $967K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • TIMOTHY P LEDERER93%
  • REVIVEHEALTH7%
  • MAZZMAR LLC0%
Total $36K3 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

PHILADELPHIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$108.7M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

403b

Assets$47.0M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PHILADELPHIA FEDERAL CREDIT UNION WELFARE BENEFITS PLAN

Mixed - AVALON INSURANCE COMPANY

Premiums$967K
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHILADELPHIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$108.7M2622024
033PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN403b$47.0M3412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PHILADELPHIA FEDERAL CREDIT UNION WELFARE BENEFITS PLANMixedAVALON INSURANCE COMPANY$967K2752025
Retirement plans
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