PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. FIRST TECH FEDERAL CREDIT UNION
Sponsor portfolio

FIRST TECH FEDERAL CREDIT UNION

EIN 23-7062675-financial services-Latest filing 2024
Plans
4
Retirement
3
$315.1M assets
Welfare
1
$8.5M premiums
Participants
4,022
PO BOX 2100 - BEAVERTON, OR 970752100855-855-8805firsttechfed.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
4 filings
#003401k-$265.3M - 2,340 part#004TraditionalDB-$49.8M - 94 part#001401k-$513 - 1 part#501Mixed-$8.5M - 1,616 lives

Retirement portfolio analytics

3 plans aggregated / $315.1M assets / 2,435 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEES QUALIFIED Savings (#003)84%
  • UNION EMPLOYEES' PENSION (#004)16%
  • SAVING RET PLAN (#001)0%
Total $315.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES QUALIFIED Savings (#003)2,340
  • UNION EMPLOYEES' PENSION (#004)94
  • SAVING RET PLAN (#001)1
Total 2,435Click row to drill in

Benefits portfolio analytics

1 plan / $8.5M premiums / 1,616 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$7.4M
  • Health$7.2M
  • Prescription drug$7.2M
  • Other$1.0M
  • Life$962K
  • Long-term disability$932K
Total $8.5M6 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 $8.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • BENEFITS PLUS INS SOL LLC1%
  • DICK HANNAH INSURANCE AGENCY0%
Total $49K3 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$265.3M
Participants2,340
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$8.5M
Covered lives1,616
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$265.3M2,3402024
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$8.5M1,6162024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica