Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$106.9M
Filings through .
Top hat
Community First Credit Union
EIN 39-6264347Finance and InsuranceLatest filing 2025
Plans
4
Retirement
2
$154.4M assets
Health & Benefits
2
$486K premiums
Participants
2,123
PO BOX 1487 - NEENAH, WI 549561884920-830-7200
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $154.4M assets / 1,618 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$106.9M
- CUNA MUTUAL$47.5M
Participants by plan
Active + retired + deferred vested
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
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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#001
COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$106.9M
Participants663
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033
COMMUNITY FIRST CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k)
Assets$47.5M
Participants955
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COMMUNITY FIRST CREDIT UNION WRAP PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$460K
Covered lives493
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
COMMUNITY FIRST CREDIT UNION HEALTH PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$26K
Covered lives502
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $106.9M | 663 | 2025 |
| #033 | COMMUNITY FIRST CREDIT UNION CAPITAL ACCUMULATION PLAN | 401(k) | $47.5M | 955 | 2025 |
- #001 · Traditional DB · 2025663
- #033 · 401(k) · 2025955
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COMMUNITY FIRST CREDIT UNION WRAP PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $460K | 493 | 2025 |
| #503 | COMMUNITY FIRST CREDIT UNION HEALTH PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $26K | 502 | 2024 |
- #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025493
- #503 · Mixed · UNITED HEALTHCARE INSURANCE COMPANY · 2024502
Retirement plans
Health & Benefits plans