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  2. NAVY FEDERAL CREDIT UNION
Sponsor portfolioTH

NAVY FEDERAL CREDIT UNION

EIN 53-0116705-financial services-Latest filing 2024
Plans
5
Retirement
3
$5.30B assets
Welfare
2
$30.6M premiums
Participants
79,559
PO BOX 3000 - MERRIFIELD, VA 22119888-503-6013navyfederal.orgLinkedIn10001+ employeesfinancial services
Plans on this EIN
5 filings
#002401k-$3.21B - 28,469 part#001CashBalance-$2.08B - 24,268 part#003TraditionalDB-$14.0M - 318 part#502Mixed-$30.6M - 43,234 lives#511Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $5.30B assets / 53,055 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • FEDERAL 401(K) Savings (#002)61%
  • EMPLOYEES' RETIREMENT PLAN (#001)39%
  • OF MILITARY BANKING (#003)0%
Total $5.30BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FEDERAL 401(K) Savings (#002)28,469
  • EMPLOYEES' RETIREMENT PLAN (#001)24,268
  • OF MILITARY BANKING (#003)318
Total 53,055Click row to drill in

Benefits portfolio analytics

2 plans / $30.6M premiums / 43,234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.6M
  • Prescription drug$12.6M
  • Life$6.9M
  • Vision$4.9M
  • Long-term disability$4.7M
  • Other$1.7M
  • +1 more
Total $30.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • SECURIAN LIFE INSURANCE COMPANY24%
  • VISION SERVICE PLAN15%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • JANUS ASSOCIATES, INC. DBA BHS3%
  • +3 more
Total $30.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MERCER HEALTH AND BENEFITS, LLC90%
  • REWARDS PLUS OF AMERICAN INSURANCE10%
Total $543K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NAVY FEDERAL 401(K) SAVINGS PLAN

401k

Assets$3.21B
Participants28,469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NAVY FEDERAL CREDIT UNION EMPLOYEES' RETIREMENT PLAN

CashBalance

Assets$2.08B
Participants24,268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NAVY FEDERAL CREDIT UNION RETIREMENT PLAN FOR GERMAN USD PAID EMPLOYEES OF MILITARY BANKING

TraditionalDB

Assets$14.0M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NAVY FEDERAL CREDIT UNION WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.

Premiums$30.6M
Covered lives43,234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

NAVY FEDERAL CREDIT UNION RETIREE HEALTH REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002NAVY FEDERAL 401(K) SAVINGS PLAN401k$3.21B28,4692024
001NAVY FEDERAL CREDIT UNION EMPLOYEES' RETIREMENT PLANCashBalance$2.08B24,2682024
003NAVY FEDERAL CREDIT UNION RETIREMENT PLAN FOR GERMAN USD PAID EMPLOYEES OF MILITARY BANKINGTraditionalDB$14.0M3182024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NAVY FEDERAL CREDIT UNION WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$30.6M43,2342024
511NAVY FEDERAL CREDIT UNION RETIREE HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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