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Filings through Oct 24, 2026.

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Philadelphia Federal Credit Union

EIN 23-1502500-banking-Latest filing 2025
Plans
3
Retirement
2
$174.2M assets
Health & Benefits
1
$967K premiums
Participants
871
12800 TOWNSEND RD - PHILADELPHIA, PA 191541003215-934-3500pfcu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001Traditional DB-$119.7M - 273 part#033403(b)-$54.5M - 347 part#503Mixed-$967K - 275 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $174.2M assets / 620 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$119.7M
  • CAPITAL ACCUMULATION PLAN (#033)$54.5M
Total $174.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$119.7M
  • CUNA MUTUAL$54.5M
Total $174.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)347
  • PLAN AND TRUST (#001)273
Total 620Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PHILADELPHIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Traditional DB

Assets$119.7M
Participants273
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033

PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

403(b)

Assets$54.5M
Participants347
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

PHILADELPHIA FEDERAL CREDIT UNION WELFARE BENEFITS PLAN

Mixed - AVALON INSURANCE COMPANY

Premiums$967K
Covered lives275
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PHILADELPHIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditional DB$119.7M2732025
#033PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN403(b)$54.5M3472025
  • PHILADELPHIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST$119.7M
    #001 · Traditional DB · 2025273
  • PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN$54.5M
    #033 · 403(b) · 2025347

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503PHILADELPHIA FEDERAL CREDIT UNION WELFARE BENEFITS PLANMixedAVALON INSURANCE COMPANY$967K2752025
  • PHILADELPHIA FEDERAL CREDIT UNION WELFARE BENEFITS PLAN$967K
    #503 · Mixed · AVALON INSURANCE COMPANY · 2025275
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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  5. Health & Benefits plans
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