Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$240K
- Long-term disability$150K
- Vision$84K
- Other$60K
Sponsor portfolioTH
DFCU FINANCIAL
EIN 38-1350130bankingLatest filing 2025
Plans
2
Retirement
1
$154.6M assets
Welfare
1
$535K premiums
Participants
1,638
400 TOWN CENTER DRIVE - DEARBORN, MI 481262753313-336-2700dfcufinancial.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $535K premiums / 864 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY73%
- FIDELITY SECURITY LIFE INSURANCE COMPANY16%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DFCU FINANCIAL 401(K) PLAN
401k
Assets$154.6M
Participants884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
DFCU FINANCIAL EMPLOYEE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$535K
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DFCU FINANCIAL 401(K) PLAN | 401k | $154.6M | 884 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | DFCU FINANCIAL EMPLOYEE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $535K | 864 | 2025 |
Retirement plans
Welfare plans