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Sponsor portfolioTH

FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION

EIN 52-0905189-financial services-Latest filing 2025
Plans
4
Retirement
3
$34.2M assets
Welfare
1
$699K premiums
Participants
346
15200 MCMULLEN HWY SW - CRESAPTOWN, MD 21502301-783-3045firstpeoples.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#004TraditionalDB-$24.7M - 100 part#002401k-$9.4M - 99 part#003401k-$119K - 58 part#501Mixed-$699K - 163 lives

Retirement portfolio analytics

3 plans aggregated / $34.2M assets / 257 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN AND TRUST (#004)72%
  • FOR NON-UNION EMPLOYEES (#002)28%
  • FOR UNION EMPLOYEES (#003)0%
Total $34.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)100
  • FOR NON-UNION EMPLOYEES (#002)99
  • FOR UNION EMPLOYEES (#003)58
Total 257Click row to drill in

Benefits portfolio analytics

1 plan / $699K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$544K
  • Other$68K
  • Dental$68K
  • Vision$68K
  • Long-term disability$19K
  • Life$17K
Total $699K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HM LIFE INSURANCE COMPANY78%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $699K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • TRIBRIDGE PARTNERS LLC90%
  • ARMFIELD HARRISON & THOMAS6%
  • THE BALDWIN GROUP WEST LLC4%
Total $26K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$24.7M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES

401k

Assets$9.4M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN FOR UNION EMPLOYEES

401k

Assets$119K
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$699K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$24.7M1002024
002FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES401k$9.4M992025
003FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN FOR UNION EMPLOYEES401k$119K582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$699K1632025
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