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Sponsor portfolioTH

LAFAYETTE FEDERAL CREDIT UNION

EIN 53-0197895-banking-Latest filing 2024
Plans
4
Retirement
1
$29.9M assets
Welfare
3
$2.7M premiums
Participants
1,024
2701 TOWER OAKS BOULEVARD - ROCKVILLE, MD 208524209301-929-7990lfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
4 filings
#001401k-$29.9M - 233 part#501Fully Insured-$2.5M - 425 lives#502Fully Insured-$150K - 204 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $2.7M premiums / 629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
  • Other$150K
Total $2.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $2.7M1 slice

Broker market share

Schedule A broker compensation

Split broker
76%top
  • AP BENEFIT ADVIOSRS LLC76%
  • AP BENEFIT ADVISORS, LLC24%
Total $93K2 slices

Plan deep-dives

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

LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$29.9M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAFAYETTE FEDERAL CREDIT UNION MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LAFAYETTE FEDERAL CREDIT UNION LIFE AND DISABILITY PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$150K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LAFAYETTE FEDERAL CREDIT UNION HRA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN401k$29.9M2332024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAFAYETTE FEDERAL CREDIT UNION MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M4252024
502LAFAYETTE FEDERAL CREDIT UNION LIFE AND DISABILITY PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$150K2042024
503LAFAYETTE FEDERAL CREDIT UNION HRA PLANSelf Funded-$002024
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