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Sponsor portfolioTH

EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION

EIN 52-0695019-financial services-Latest filing 2025
Plans
3
Retirement
2
$36.0M assets
Welfare
1
$2.8M premiums
Participants
731
7500 GREENWAY CENTER DR, STE 1400, MARYLAND TRADE CENTER 1 - GREENBELT, MD 207703502301-779-8500esfcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#003401k-$20.8M - 260 part#002MoneyPurchase-$15.1M - 251 part#502Fully Insured-$2.8M - 389 lives

Retirement portfolio analytics

2 plans aggregated / $36.0M assets / 511 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CREDIT UNION 401(K) (#003)58%
  • MONEY PURCHASE PLAN (#002)42%
Total $36.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)260
  • MONEY PURCHASE PLAN (#002)251
Total 511Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Other$249K
  • Life$223K
  • Long-term disability$223K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • GALLAGHER BENEFIT SERVICES, INC.72%
  • MATHER & STROHL ADMINISTRATIVE SVCS28%
Total $146K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$20.8M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN

MoneyPurchase

Assets$15.1M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EDUATIONAL SYSTEMS FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION 401(K) PLAN401k$20.8M2602025
002EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLANMoneyPurchase$15.1M2512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EDUATIONAL SYSTEMS FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M3892025
Retirement plans
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