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Sponsor portfolioTH

LOCAL GOVERNMENT FEDERAL CREDIT UNION

EIN 56-1362282-banking-Latest filing 2025
Plans
2
Retirement
1
$56.9M assets
Welfare
1
$5.2M premiums
Participants
769
3600 WAKE FOREST ROAD - RALEIGH, NC 27609919-866-3174lgfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$56.9M - 344 part#501Fully Insured-$5.2M - 422 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Dental$439K
  • Short-term disability$143K
  • Life$125K
  • Long-term disability$82K
  • +2 more
Total $5.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • DELTA DENTAL OF CALIFORNIA8%
  • USABLE LIFE6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE1%
Total $5.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • RUSSELL CARTER52%
  • JAMES A SCOTT & SON INC35%
  • MOSAIC GROUP SERVICES8%
  • MOSIAC GROUP SERVICES3%
  • ASSUREX GLOBAL CORPORATION1%
  • +2 more
Total $217K7 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

LOCAL GOVERNMENT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$56.9M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

LOCAL GOVERNMENT FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$5.2M
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOCAL GOVERNMENT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$56.9M3442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOCAL GOVERNMENT FEDERAL CREDIT UNION HEALTH & WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$5.2M4222025
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