Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$2.2M
- Health$1.7M
- Prescription drug$529K
- Dental$68K
- Life$49K
- Other$49K
- +2 more
Sponsor portfolioTH
FREEDOM CREDIT UNION
EIN 23-2403099financial servicesLatest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$2.4M premiums
Participants
266
626 JACKSONVILLE ROAD, SUITE 250 - WARMINSTER, PA 189744862215-612-5900freedomcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 132 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- BLUE CROSS OF CALIFORNIA59%
- KEYSTONE HEALTH PLAN EAST33%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
89%top
- KISTLER TIFFANY BENEFITS89%
- ENROLLEASE11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FREEDOM CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$19.8M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FREEDOM CREDIT UNION BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$2.4M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FREEDOM CREDIT UNION 401(K) PLAN AND TRUST | 401k | $19.8M | 129 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FREEDOM CREDIT UNION BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $2.4M | 132 | 2025 |
Retirement plans
Welfare plans