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Sponsor portfolioTH

TECH CREDIT UNION

EIN 35-0885375-banking-Latest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
$158K premiums
Participants
363
10951 BROADWAY - CROWN POINT, IN 463077311219-663-5120techcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#003MoneyPurchase-$4.1M - 129 part#001TraditionalDB-$1.3M - 87 part#502Fully Insured-$158K - 131 lives

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 216 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • RETIREMENT SAVINGS FUND (#003)76%
  • PLAN AND TRUST (#001)24%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVINGS FUND (#003)129
  • PLAN AND TRUST (#001)87
Total 216Click row to drill in

Benefits portfolio analytics

1 plan / $158K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
Total $158K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $158K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ICUL SERVICES CORPORATION100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TECH CREDIT UNION RETIREMENT SAVINGS FUND

MoneyPurchase

Assets$4.1M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$1.3M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TECH CREDIT UNION GROUP LIFE AND DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$158K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TECH CREDIT UNION RETIREMENT SAVINGS FUNDMoneyPurchase$4.1M1292025
001TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$1.3M872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TECH CREDIT UNION GROUP LIFE AND DISABILITY PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$158K1312025
Retirement plans
Welfare plans
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