Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolioTH
CITIZENS EQUITY FIRST CREDIT UNION
EIN 37-6028123Finance and InsuranceLatest filing 2024
Plans
5
Retirement
2
$354.0M assets
Welfare
3
$1.4M premiums
Participants
4,613
5401 W DIRKSEN PARKWAY - PEORIA, IL 61607309-633-3612
Retirement portfolio analytics
2 plans aggregated / $354.0M assets / 2,408 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.4M premiums / 1,517 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$320K
- Other$320K
- Short-term disability$289K
- Vision$80K
- Long-term disability$72K
Carrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- METROPOLITAN LIFE INSURANCE COMPANY24%
- RELIANCE STANDARD LIFE INSURANCE COMPANY17%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CEFCU RETIREMENT INCOME PLAN AND TRUST
TraditionalDB
Assets$208.9M
Participants1,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CEFCU DEFERRED COMPENSATION PLAN AND TRUST
401k
Assets$145.1M
Participants1,184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CEFCU HEALTH BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.4M
Covered lives1,517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CEFCU HRA PLAN FOR RETIREES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CEFCU FLEXIBLE SPENDING PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CEFCU RETIREMENT INCOME PLAN AND TRUST | TraditionalDB | $208.9M | 1,224 | 2024 | |
| 002 | CEFCU DEFERRED COMPENSATION PLAN AND TRUST | 401k | $145.1M | 1,184 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CEFCU HEALTH BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $1.4M | 1,517 | 2024 | |
| 502 | CEFCU HRA PLAN FOR RETIREES | Self Funded | - | $0 | 0 | 2024 | |
| 503 | CEFCU FLEXIBLE SPENDING PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans