Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$41.8M
- PLAN AND TRUST (#003)$22.6M
Filings through .
Top hat
Beacon Credit Union
EIN 35-6025844financial servicesLatest filing 2025
Plans
3
Retirement
2
$64.4M assets
Health & Benefits
1
$209K premiums
Participants
1,000
586 S. WABASH ST. - WABASH, IN 46992260-563-7443beaconcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $64.4M assets / 633 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $209K premiums / 367 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$209K
- Short-term disability$209K
- Long-term disability$209K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$41.8M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BEACON CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$22.6M
Participants326
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
BEACON CREDIT UNION GROUP LIFE AND DISABILTY PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$209K
Covered lives367
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $41.8M | 307 | 2025 |
| #003 | BEACON CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $22.6M | 326 | 2025 |
- #002 · Cash balance · 2025307
- #003 · 401(k) · 2025326
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | BEACON CREDIT UNION GROUP LIFE AND DISABILTY PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $209K | 367 | 2025 |
- #502 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025367
Retirement plans
Health & Benefits plans