Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $117.9M assets / 465 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $905K premiums / 222 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STATE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN | Traditional DB | $79.2M | 199 | 2025 |
| #003 | STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN | 401(k) | $38.7M | 266 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | STATE DEPARTMENT FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $905K | 222 | 2025 |