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Sponsor portfolio

APPLE FEDERAL CREDIT UNION

EIN 54-0629628-banking-Latest filing 2025
Plans
2
Retirement
1
$60.4M assets
Welfare
1
$1.0M premiums
Participants
1,376
PO BOX 1200 - FAIRFAX, VA 22038703-788-4800applefcu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$60.4M - 775 part#510Mixed-$1.0M - 594 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA99%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVIOSRS LLC100%
Total $137K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$60.4M
Participants775
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

APPLE FEDERAL CREDIT UNION WRAP PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN401k$60.4M7752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510APPLE FEDERAL CREDIT UNION WRAP PLANMixedGUARDIAN LIFE INSURANCE COMPANY$1.0M5942025
Retirement plans
Welfare plans
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