Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$184K
- Long-term disability$132K
- Life$120K
- Short-term disability$66K
- Vision$35K
Sponsor portfolioTH
BANK-FUND STAFF FED. CRED. UNION
EIN 53-0209950Latest filing 2025
Plans
3
Retirement
1
$101.0M assets
Welfare
2
$458K premiums
Participants
1,120
1725 I ST. NW, SUITE 600 - WASHINGTON, DC 20006202-212-6400
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $458K premiums / 541 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY83%
- AETNA LIFE INSURANCE COMPANY9%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BANK-FUND STAFF FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN
401k
Assets$101.0M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
GROUP LIFE AND DISABILITY PLAN FOR EMPLOYEES OF BANK-FUND STAFF FEDERAL CREDIT UNION
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$382K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
BANK-FUND GROUP HEALTH PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$76K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BANK-FUND STAFF FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN | 401k | $101.0M | 493 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | GROUP LIFE AND DISABILITY PLAN FOR EMPLOYEES OF BANK-FUND STAFF FEDERAL CREDIT UNION | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $382K | 332 | 2025 | |
| 509 | BANK-FUND GROUP HEALTH PLAN | Mixed | AETNA LIFE INSURANCE CO. | $76K | 209 | 2025 |
Retirement plans
Welfare plans