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FIRST TECH FEDERAL CREDIT UNION

EIN 23-7062675-financial services-Latest filing 2025
Plans
4
Retirement
3
$357.8M assets
Welfare
1
$9.1M premiums
Participants
4,152
5100 NE DAWSON CREEK DR - HILLSBORO, OR 97124503-350-4504firsttechfed.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
4 filings
#003401k-$308.0M - 2,394 part#004TraditionalDB-$49.8M - 94 part#001401k-$513 - 1 part#501Mixed-$9.1M - 1,663 lives

Retirement portfolio analytics

3 plans aggregated / $357.8M assets / 2,489 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEES QUALIFIED Savings (#003)86%
  • UNION EMPLOYEES' PENSION (#004)14%
  • SAVING RET PLAN (#001)0%
Total $357.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES QUALIFIED Savings (#003)2,394
  • UNION EMPLOYEES' PENSION (#004)94
  • SAVING RET PLAN (#001)1
Total 2,489Click row to drill in

Benefits portfolio analytics

1 plan / $9.1M premiums / 1,663 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$8.0M
  • Health$7.8M
  • Prescription drug$7.8M
  • Other$1.1M
  • Life$1.1M
  • Long-term disability$1.0M
Total $9.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • VISION SERVICE PLAN2%
  • CANOPY0%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
  • +1 more
Total $9.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • BENEFITS PLUS INS SOL LLC1%
  • DICK HANNAH INSURANCE AGENCY0%
Total $42K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN

401k

Assets$308.0M
Participants2,394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FIRST TECHNOLOGY CREDIT UNION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$49.8M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIRST TECH FEDERAL PR QUALIFIED EE SAVING RET PLAN

401k

Assets$513
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST TECH FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$9.1M
Covered lives1,663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN401k$308.0M2,3942025
004FIRST TECHNOLOGY CREDIT UNION EMPLOYEES' PENSION PLANTraditionalDB$49.8M942024
001FIRST TECH FEDERAL PR QUALIFIED EE SAVING RET PLAN401k$51312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST TECH FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$9.1M1,6632025
Retirement plans
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