PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Liberty Federal Credit Union
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Liberty Federal Credit Union

EIN 35-0885388-banking-Latest filing 2025
Plans
3
Retirement
1
$58.5M assets
Health & Benefits
2
$683K premiums
Participants
2,287
PO BOX 5129 - EVANSVILLE, IN 477165129812-477-9271etfcu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$58.5M - 742 part#502Fully insured-$373K - 1,289 lives#507Fully insured-$309K - 818 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $683K premiums / 2,107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$373K
  • Life$309K
  • Short-term disability$309K
  • Long-term disability$309K
Total $683K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k)

Assets$58.5M
Participants742
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS

Fully insured - HEALTH RESOURCES INC

Premiums$373K
Covered lives1,289
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

LIBERTY FCU - GROUP LIFE AND DISABILITY PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$309K
Covered lives818
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401(k)$58.5M7422025
  • LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST$58.5M
    #002 · 401(k) · 2025742

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONSFully insuredHEALTH RESOURCES INC$373K1,2892025
#507LIBERTY FCU - GROUP LIFE AND DISABILITY PLANFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$309K8182025
  • LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS$373K
    #502 · Fully insured · HEALTH RESOURCES INC · 20251,289
  • LIBERTY FCU - GROUP LIFE AND DISABILITY PLAN$309K
    #507 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025818
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica