Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolioTH
KEMBA CREDIT UNION, INC.
EIN 31-6034125bankingLatest filing 2025
Plans
3
Retirement
2
$59.2M assets
Welfare
1
$689K premiums
Participants
696
5600 CHAPPELL CROSSING BLVD - WEST CHESTER, OH 45069513-762-5070kemba.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $59.2M assets / 413 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $689K premiums / 666 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$396K
- Life$250K
- Short-term disability$250K
- Long-term disability$250K
- Vision$42K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- FIDELITY SECURITY LIFE INSURANCE COMPANY57%
- PRINCIPAL LIFE INSURANCE COMPANY36%
- VISON SERVICE PLAN6%
Broker market share
Schedule A broker compensation
95%top
- CORNERSTONE BROKER INS SERVICES95%
- CORNERSTONE BENEFITS LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSION PLAN FOR EMPLOYEES OF KEMBA CREDIT UNION, INC.
TraditionalDB
Assets$34.6M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST
401k
Assets$24.6M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KEMBA CINCINNATI CREDIT UNION, INC. EMPLOYEE BENEFIT PLAN
Mixed - FIDELITY SECURITY
Premiums$689K
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION PLAN FOR EMPLOYEES OF KEMBA CREDIT UNION, INC. | TraditionalDB | $34.6M | 92 | 2025 | |
| 003 | KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST | 401k | $24.6M | 321 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KEMBA CINCINNATI CREDIT UNION, INC. EMPLOYEE BENEFIT PLAN | Mixed | FIDELITY SECURITY | $689K | 666 | 2025 |
Retirement plans
Welfare plans