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  1. Companies/
  2. Clearview Federal Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Clearview Federal Credit Union

EIN 52-6051818-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$32.9M assets
Health & Benefits
1
$348K premiums
Participants
955
8805 UNIVERSITY BOULEVARD - MOON TOWNSHIP, PA 15108412-269-3011
Plans on this EIN
3 filings
#001401(k)-$32.9M - 505 part#002401(k)-$35K - 2 part#507Mixed-$348K - 677 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $32.9M assets / 507 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$32.9M
  • HEALTHCARE CREDIT UNION (#002)$35K
Total $32.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)505
  • HEALTHCARE CREDIT UNION (#002)2
Total 507Select a row to open it

Benefits portfolio analytics

1 plan / $348K premiums / 677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$308K
  • Life$293K
  • Short-term disability$293K
  • Long-term disability$293K
  • Vision$40K
Total $348K5 rows
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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

CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k)

Assets$32.9M
Participants505
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

PA HEALTHCARE CREDIT UNION

401(k)

Assets$35K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

CLEARVIEW FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - LINCOLN FINANCIAL GROUP

Premiums$348K
Covered lives677
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401(k)$32.9M5052025
#002PA HEALTHCARE CREDIT UNION401(k)$35K22025
  • CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST$32.9M
    #001 · 401(k) · 2025505
  • PA HEALTHCARE CREDIT UNION$35K
    #002 · 401(k) · 20252

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507CLEARVIEW FEDERAL CREDIT UNION WELFARE BENEFIT PLANMixedLINCOLN FINANCIAL GROUP$348K6772025
  • CLEARVIEW FEDERAL CREDIT UNION WELFARE BENEFIT PLAN$348K
    #507 · Mixed · LINCOLN FINANCIAL GROUP · 2025677
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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