Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Patriot Federal Credit Union
EIN 25-1150379financial servicesLatest filing 2025
Plans
4
Retirement
2
$73.6M assets
Health & Benefits
2
$763K premiums
Participants
777
800 WAYNE AVE - CHAMBERSBURG, PA 172013810717-263-4444patriotfcu.orgLinkedIn201-500 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $73.6M assets / 425 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $763K premiums / 440 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$644K
- Life$53K
- Other$53K
- Long-term disability$43K
- Dental$17K
- Short-term disability$17K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
Traditional DB
Assets$52.7M
Participants220
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k)
Assets$21.0M
Participants205
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
PATRIOT FEDERAL CREDIT UNION GROUP MEDICAL PLAN
Self-funded - CRUM & FORSTER
Premiums$644K
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
PATRIOT FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$120K
Covered lives290
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLAN | Traditional DB | $52.7M | 220 | 2025 |
| #003 | PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401(k) | $21.0M | 205 | 2025 |
- #001 · Traditional DB · 2025220
- #003 · 401(k) · 2025205
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | PATRIOT FEDERAL CREDIT UNION GROUP MEDICAL PLAN | Self-funded | CRUM & FORSTER | $644K | 150 | 2025 |
| #510 | PATRIOT FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $120K | 290 | 2025 |
- #511 · Self-funded · CRUM & FORSTER · 2025150
- #510 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025290
Retirement plans
Health & Benefits plans