PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NORTHWEST FEDERAL CREDIT UNION
Sponsor portfolioTH

NORTHWEST FEDERAL CREDIT UNION

EIN 53-0216888-banking-Latest filing 2025
Plans
2
Retirement
1
$133.3M assets
Welfare
1
$669K premiums
Participants
1,376
200 SPRING STREET - HERNDON, VA 20170703-709-8900nwfcu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$133.3M - 825 part#501Mixed-$669K - 536 lives

Benefits portfolio analytics

1 plan / $669K premiums / 536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$569K
  • Life$430K
  • Short-term disability$430K
  • Long-term disability$430K
  • Vision$101K
Total $669K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA64%
  • AETNA LIFE INSURANCE COMPANY21%
  • VISION SERVICE PLAN15%
Total $669K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • MARSH & MCLENNAN AGENCY LLC51%
  • TOTALIS BENEFITS38%
  • JAMES R NELLIGAN & ASSOCIATES LLC8%
  • NFP INSURANCE SERVICES INC3%
Total $47K4 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

NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$133.3M
Participants825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTHWEST FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$669K
Covered lives536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN401k$133.3M8252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTHWEST FEDERAL CREDIT UNION HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$669K5362025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica