PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Apple Federal Credit Union
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Apple Federal Credit Union

EIN 54-0629628-banking-Latest filing 2025
Plans
2
Retirement
1
$87.3M assets
Health & Benefits
1
$1.0M premiums
Participants
1,475
4097 MONUMENT CORNER DRIVE - FAIRFAX, VA 22030703-788-4851applefcu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401(k)-$87.3M - 874 part#510Mixed-$1.0M - 594 lives

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

Benefits portfolio analytics

1 plan / $1.0M premiums / 594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.0M
  • Dental$1.0M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • Other$1.0M
Total $1.0M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401(k)

Assets$87.3M
Participants874
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

APPLE FEDERAL CREDIT UNION WRAP PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives594
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN401(k)$87.3M8742025
  • APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN$87.3M
    #002 · 401(k) · 2025874

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510APPLE FEDERAL CREDIT UNION WRAP PLANMixedGUARDIAN LIFE INSURANCE COMPANY$1.0M5942025
  • APPLE FEDERAL CREDIT UNION WRAP PLAN$1.0M
    #510 · Mixed · GUARDIAN LIFE INSURANCE COMPANY · 2025594
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica