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Sponsor portfolioTH

CINFED CREDIT UNION

EIN 31-0859064-financial services-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$141K premiums
Participants
323
4801 KENNEDY AVE - CINCINNATI, OH 45209513-333-3833cinfed.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$11.5M - 180 part#501Mixed-$141K - 143 lives

Benefits portfolio analytics

1 plan / $141K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$95K
  • Vision$78K
  • Life$78K
  • Short-term disability$78K
  • Long-term disability$78K
  • Dental$46K
Total $141K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • STANDARD INSURANCE COMPANY67%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
Total $141K2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • GALLAGHER BENEFIT SERVICES, INC.83%
  • PAYCOR INC13%
  • JOHN KOEHLER4%
Total $25K3 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

CINFED CREDIT UNION 401(K) PLAN

401k

Assets$11.5M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CINFED CREDIT UNION WRAP BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$141K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CINFED CREDIT UNION 401(K) PLAN401k$11.5M1802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CINFED CREDIT UNION WRAP BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$141K1432025
Retirement plans
Welfare plans
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