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Sponsor portfolioTH

STATE DEPARTMENT FEDERAL CREDIT UNION

EIN 53-0197045-Latest filing 2025
Plans
3
Retirement
2
$110.4M assets
Welfare
1
$1.2M premiums
Participants
623
1630 KING STREET - ALEXANDRIA, VA 22314703-706-5190
Plans on this EIN
3 filings
#001TraditionalDB-$77.0M - 202 part#003401k-$33.4M - 215 part#501Fully Insured-$1.2M - 206 lives

Retirement portfolio analytics

2 plans aggregated / $110.4M assets / 417 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • DEFINED BENEFIT PENSION (#001)70%
  • CREDIT UNION 401(K) (#003)30%
Total $110.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)215
  • DEFINED BENEFIT PENSION (#001)202
Total 417Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1000K
  • Dental$1000K
  • Vision$1000K
  • Other$102K
  • Life$86K
  • Long-term disability$45K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $112K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STATE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$77.0M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$33.4M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATE DEPARTMENT FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STATE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLANTraditionalDB$77.0M2022024
003STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN401k$33.4M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATE DEPARTMENT FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M2062025
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