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  • Retirement analytics
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Filings through Oct 24, 2026.

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State Department Fcu

EIN 53-0197045-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$117.9M assets
Health & Benefits
1
$905K premiums
Participants
688
1630 KING STREET - ALEXANDRIA, VA 223142745703-706-5000
Plans on this EIN
3 filings
#001Traditional DB-$79.2M - 199 part#003401(k)-$38.7M - 266 part#501Fully insured-$905K - 222 lives

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

Retirement portfolio analytics

2 plans aggregated / $117.9M assets / 465 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PENSION (#001)$79.2M
  • CREDIT UNION 401(K) (#003)$38.7M
Total $117.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#003)266
  • DEFINED BENEFIT PENSION (#001)199
Total 465Select a row to open it

Benefits portfolio analytics

1 plan / $905K premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$745K
  • Dental$745K
  • Vision$745K
  • Other$73K
  • Life$62K
  • Short-term disability$47K
  • +1 more
Total $905K7 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

STATE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$79.2M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$38.7M
Participants266
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STATE DEPARTMENT FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$905K
Covered lives222
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STATE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLANTraditional DB$79.2M1992025
#003STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN401(k)$38.7M2662025
  • STATE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN$79.2M
    #001 · Traditional DB · 2025199
  • STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN$38.7M
    #003 · 401(k) · 2025266

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STATE DEPARTMENT FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$905K2222025
  • STATE DEPARTMENT FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN$905K
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025222
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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