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Sponsor portfolioTH

COMMUNITY FIRST CREDIT UNION

EIN 39-6264347-Latest filing 2025
Plans
4
Retirement
2
$138.7M assets
Welfare
2
$486K premiums
Participants
2,070
PO BOX 1487 - APPLETON, WI 54912920-967-5595
Plans on this EIN
4 filings
#001TraditionalDB-$97.9M - 627 part#033401k-$40.7M - 938 part#501Mixed-$460K - 493 lives#503Mixed-$26K - 502 lives

Retirement portfolio analytics

2 plans aggregated / $138.7M assets / 1,565 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#001)71%
  • CAPITAL ACCUMULATION PLAN (#033)29%
Total $138.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • (Not disclosed)71%
  • CMFG LIFE INSURANCE COMPANY29%
Total $138.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)938
  • PLAN AND TRUST (#001)627
Total 1,565Click row to drill in

Benefits portfolio analytics

2 plans / $486K premiums / 995 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$431K
  • Life$392K
  • Short-term disability$392K
  • Long-term disability$392K
  • Vision$29K
Total $460K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA85%
  • UNITED HEALTHCARE INSURANCE COMPANY6%
  • VISION SERVICE PLAN6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $460K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $68K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$97.9M
Participants627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

COMMUNITY FIRST CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$40.7M
Participants938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY FIRST CREDIT UNION WRAP PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$460K
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COMMUNITY FIRST CREDIT UNION HEALTH PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$26K
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$97.9M6272024
033COMMUNITY FIRST CREDIT UNION CAPITAL ACCUMULATION PLAN401k$40.7M9382024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY FIRST CREDIT UNION WRAP PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$460K4932025
503COMMUNITY FIRST CREDIT UNION HEALTH PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$26K5022024
Retirement plans
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