PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PATRIOT FEDERAL CREDIT UNION
Sponsor portfolioTH

PATRIOT FEDERAL CREDIT UNION

EIN 25-1150379-financial services-Latest filing 2024
Plans
4
Retirement
2
$68.8M assets
Welfare
2
$726K premiums
Participants
773
800 WAYNE AVE - CHAMBERSBURG, PA 172013810717-263-4444patriotfcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
4 filings
#001TraditionalDB-$51.2M - 225 part#003401k-$17.6M - 207 part#511Self Funded-$611K - 139 lives#510Fully Insured-$115K - 305 lives

Retirement portfolio analytics

2 plans aggregated / $68.8M assets / 432 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • UNION RETIREMENT PENSION (#001)74%
  • CAPITAL ACCUMULATION PLAN (#003)26%
Total $68.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PENSION (#001)225
  • CAPITAL ACCUMULATION PLAN (#003)207
Total 432Click row to drill in

Benefits portfolio analytics

2 plans / $726K premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$611K
  • Life$49K
  • Other$49K
  • Long-term disability$40K
  • Dental$17K
  • Short-term disability$17K
  • +1 more
Total $726K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $726K4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • KISTLER TIFFANY BENEFITS73%
  • ENROLLEASE27%
Total $20K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$51.2M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$17.6M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

PATRIOT FEDERAL CREDIT UNION GROUP MEDICAL PLAN

Self Funded - OPTUM HEALTH UNIMERICA INSURANCE COMPANY

Premiums$611K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PATRIOT FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$115K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$51.2M2252024
003PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401k$17.6M2072024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511PATRIOT FEDERAL CREDIT UNION GROUP MEDICAL PLANSelf FundedOPTUM HEALTH UNIMERICA INSURANCE COMPANY$611K1392024
510PATRIOT FEDERAL CREDIT UNION HEALTH AND WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$115K3052024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica