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  2. PENTAGON FEDERAL CREDIT UNION
Sponsor portfolioTH

PENTAGON FEDERAL CREDIT UNION

EIN 53-0197038-civic & social organization-Latest filing 2024
Plans
3
Retirement
2
$473.4M assets
Welfare
1
$7.6M premiums
Participants
9,297
7940 JONES BRANCH DRIVE - MCLEAN, VA 22102703-838-1309LinkedIn1-10 employeescivic & social organization
Plans on this EIN
3 filings
#002401k-$391.4M - 4,258 part#001TraditionalDB-$82.1M - 508 part#507Mixed-$7.6M - 4,808 lives

Retirement portfolio analytics

2 plans aggregated / $473.4M assets / 4,766 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CREDIT UNION THRIFT/Savings (#002)83%
  • FEDERAL CREDIT UNION (#001)17%
Total $473.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • THE VANGUARD GROUP, INC.83%
  • (Not disclosed)17%
Total $473.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION THRIFT/Savings (#002)4,258
  • FEDERAL CREDIT UNION (#001)508
Total 4,766Click row to drill in

Benefits portfolio analytics

1 plan / $7.6M premiums / 4,808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$2.8M
  • Dental$2.3M
  • Life$2.1M
  • Long-term disability$1.9M
  • Other$551K
Total $7.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
28%top
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • STANDARD INSURANCE COMPANY25%
  • TRIPLE S SALUD, INC.19%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • +3 more
Total $7.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • MARSH & MCLENNAN AGENCY LLC60%
  • IKON BENEFITS GROUP, INC.53%
  • MJ INSURANCE28%
  • NFP INSURANCE SERVICES INC3%
  • THE PARTNERS GROUP1%
  • +2 more
Total $138K7 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

PENTAGON FEDERAL CREDIT UNION THRIFT/SAVINGS PLAN

401k

Assets$391.4M
Participants4,258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE RETIREMENT PLAN FOR EMPLOYEES OF PENTAGON FEDERAL CREDIT UNION

TraditionalDB

Assets$82.1M
Participants508
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

PENTAGON FEDERAL CREDIT UNION CAFETERIA BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.6M
Covered lives4,808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PENTAGON FEDERAL CREDIT UNION THRIFT/SAVINGS PLAN401k$391.4M4,2582024
001THE RETIREMENT PLAN FOR EMPLOYEES OF PENTAGON FEDERAL CREDIT UNIONTraditionalDB$82.1M5082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507PENTAGON FEDERAL CREDIT UNION CAFETERIA BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$7.6M4,8082024
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