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Sponsor portfolioTH

SUN FEDERAL CREDIT UNION

EIN 34-1300434-banking-Latest filing 2025
Plans
3
Retirement
2
$53.4M assets
Welfare
1
$1.6M premiums
Participants
548
1627 HOLLAND ROAD - MAUMEE, OH 43537419-893-5070sunfederalcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#004401k-$28.7M - 218 part#003TraditionalDB-$24.8M - 183 part#502Fully Insured-$1.6M - 245 lives

Retirement portfolio analytics

2 plans aggregated / $53.4M assets / 401 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#004)54%
  • PLAN AND TRUST (#003)46%
Total $53.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • CMFG LIFE INSURANCE COMPANY54%
  • (Not disclosed)46%
Total $53.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)218
  • PLAN AND TRUST (#003)183
Total 401Click row to drill in

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
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • COMMUNITY INSURANCE COMPANY86%
  • DELTA DENTAL OF CALIFORNIA6%
  • HARTFORD LIFE AND ACCIDENT4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • HYLANT GROUP INC68%
  • THE JAMES B OSWALD COMPANY19%
  • CENTRO BENEFITS RESEARCH LLC7%
  • ERC SERVICES INC6%
Total $83K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SUN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$28.7M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$24.8M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUN FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.6M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SUN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$28.7M2182025
003SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$24.8M1832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUN FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.6M2452025
Retirement plans
Welfare plans
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