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Sponsor portfolioTH

LIBERTY FEDERAL CREDIT UNION

EIN 35-0885388-banking-Latest filing 2025
Plans
3
Retirement
1
$49.8M assets
Welfare
2
$683K premiums
Participants
2,235
P.O. BOX 5129 - EVANSVILLE, IN 477165129etfcu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$49.8M - 690 part#502Fully Insured-$373K - 1,289 lives#507Fully Insured-$309K - 818 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • HEALTH RESOURCES, INC.55%
  • SUN LIFE ASSURANCE COMPANY OF CANADA45%
Total $683K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ICUL SERVICES CORPORATION69%
  • ASSUREDPARTNERS31%
Total $59K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$49.8M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS

Fully Insured - HEALTH RESOURCES INC

Premiums$373K
Covered lives1,289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

LIBERTY FCU - GROUP LIFE AND DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$309K
Covered lives818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$49.8M6902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest 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
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