Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#004)$28.7M
- PLAN AND TRUST (#003)$24.8M
Filings through .
Top hat
Sun Federal Credit Union
EIN 34-1300434bankingLatest filing 2025
Plans
3
Retirement
2
$53.4M assets
Health & Benefits
1
$1.6M premiums
Participants
548
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $53.4M assets / 401 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CUNA MUTUAL$28.7M
- (Not disclosed)$24.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 245 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Vision$1.4M
- Dental$96K
- Long-term disability$62K
- Other$58K
- Life$58K
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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#004
SUN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$28.7M
Participants218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$24.8M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SUN FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured - COMMUNITY INSURANCE COMPANY
Premiums$1.6M
Covered lives245
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SUN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $28.7M | 218 | 2025 |
| #003 | SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $24.8M | 183 | 2025 |
- #004 · 401(k) · 2025218
- #003 · Traditional DB · 2025183
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SUN FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully insured | COMMUNITY INSURANCE COMPANY | $1.6M | 245 | 2025 |
- #502 · Fully insured · COMMUNITY INSURANCE COMPANY · 2025245
Retirement plans
Health & Benefits plans