Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$24.0M
Filings through .
Fairmont Federal Credit Union
EIN 55-0522816bankingLatest filing 2025
Plans
3
Retirement
2
$30.9M assets
Health & Benefits
1
$1.6M premiums
Participants
293
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $30.9M assets / 177 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$24.0M
- CUNA MUTUAL$6.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 113 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$1.5M
- Life$100K
- Short-term disability$100K
- Long-term disability$100K
- Other$100K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FAIRMONT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$24.0M
Participants56
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FAIRMONT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$6.9M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FFCU HEALTH AND WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.6M
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FAIRMONT FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $24.0M | 56 | 2025 |
| #002 | FAIRMONT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $6.9M | 121 | 2025 |
- #001 · Traditional DB · 202556
- #002 · 401(k) · 2025121
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FFCU HEALTH AND WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 113 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025113
Retirement plans
Health & Benefits plans