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Sponsor portfolioTH

ERIE FEDERAL CREDIT UNION

EIN 25-0970927-banking-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$77K premiums
Participants
466
3503 PEACH ST - ERIE, PA 165082741814-825-2436eriefcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#003401k-$22.0M - 235 part#502Mixed-$77K - 230 lives

Benefits portfolio analytics

1 plan / $77K premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$39K
  • Other$39K
  • Long-term disability$38K
  • Short-term disability$32K
Total $77K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY59%
  • AFLAC41%
Total $77K2 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • ASSUREDPARTNERS40%
  • MARILYN WYMAN20%
  • SEUBERT & ASSOCIATES, INC.14%
  • FNA INSURANCE SERVICES INC13%
  • PROFESSIONAL GROUP PLANS INC5%
  • +3 more
Total $13K8 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

ERIE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$22.0M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ERIE FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$77K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ERIE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$22.0M2352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ERIE FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$77K2302025
Retirement plans
Welfare plans
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