Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COMMUNITYAMERICA FEDERAL CREDIT UNION
EIN 34-6541032financial servicesLatest filing 2025
Plans
5
Retirement
3
$771.1M assets
Welfare
2
$19.4M premiums
Participants
5,789
9777 RIDGE DRIVE - LENEXA, KS 66219913-905-8047unifyfcu.comLinkedIn501-1000 employeesfinancial services
Retirement portfolio analytics
3 plans aggregated / $771.1M assets / 4,252 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
79%top
- GREAT-WEST LIFE & ANNUITY INSURANCE79%
- (Not disclosed)21%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $19.4M premiums / 3,566 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$16.8M
- Prescription drug$7.8M
- Other$1.3M
- Life$1.2M
- Dental$1.1M
- Long-term disability$1.1M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- DELTA DENTAL OF CALIFORNIA4%
- RELIASTAR LIFE INSURANCE COMPANY3%
- SYMETRA LIFE INSURANCE COMPANY2%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- +3 more
Broker market share
Schedule A broker compensation
61%top
- ALLIANT INSURANCE SERVICES, INC.61%
- LOCKTON COMPANIES, LLC39%
- ADP INC0%
- M3 INSURANCE SOLUTIONS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN
401k
Assets$612.7M
Participants2,965
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNIFY FINANCIAL CREDIT UNION PENSION PLAN
TraditionalDB
Assets$91.8M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$66.5M
Participants703
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COMMUNITYAMERICA CREDIT UNION GROUP WELFARE BENEFITS PLAN
Mewa - BLUE CROSS & BLUE SHIELD OF KANSAS CITY
Premiums$10.5M
Covered lives2,736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
UNIFY FINANCIAL FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$8.9M
Covered lives830
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | 401k | $612.7M | 2,965 | 2025 | |
| 001 | UNIFY FINANCIAL CREDIT UNION PENSION PLAN | TraditionalDB | $91.8M | 584 | 2024 | |
| 002 | UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | 401k | $66.5M | 703 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COMMUNITYAMERICA CREDIT UNION GROUP WELFARE BENEFITS PLAN | Mewa | BLUE CROSS & BLUE SHIELD OF KANSAS CITY | $10.5M | 2,736 | 2025 | |
| 510 | UNIFY FINANCIAL FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $8.9M | 830 | 2025 |
Retirement plans
Welfare plans