Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NAVY FEDERAL CREDIT UNION
EIN 53-0116705financial servicesLatest filing 2025
Plans
5
Retirement
3
$5.30B assets
Welfare
2
$35.9M premiums
Participants
80,142
820 FOLLIN LANE, PO BOX 3400 - MERRIFIELD, VA 22119703-255-7713navyfederal.orgLinkedIn10001+ employeesfinancial services
Retirement portfolio analytics
3 plans aggregated / $5.30B assets / 53,055 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $35.9M premiums / 53,727 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.7M
- Prescription drug$13.7M
- Life$7.5M
- Long-term disability$6.8M
- Vision$5.2M
- Short-term disability$3.2M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
37%top
- KAISER FOUNDATION HEALTH PLAN INC37%
- SECURIAN LIFE INSURANCE COMPANY22%
- VISION SERVICE PLAN14%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- +3 more
Broker market share
Schedule A broker compensation
92%top
- MERCER HEALTH AND BENEFITS, LLC92%
- REWARDS PLUS OF AMERICAN INSURANCE8%
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
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.
Premiums$35.9M
Covered lives53,727
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NAVY FEDERAL 401(K) SAVINGS PLAN | 401k | $3.21B | 28,469 | 2024 | |
| 001 | NAVY FEDERAL CREDIT UNION EMPLOYEES' RETIREMENT PLAN | CashBalance | $2.08B | 24,268 | 2024 | |
| 003 | NAVY FEDERAL CREDIT UNION RETIREMENT PLAN FOR GERMAN USD PAID EMPLOYEES OF MILITARY BANKING | TraditionalDB | $14.0M | 318 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NAVY FEDERAL CREDIT UNION WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $35.9M | 53,727 | 2025 | |
| 511 | NAVY FEDERAL CREDIT UNION RETIREE HEALTH REIMBURSEMENT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans