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Sponsor portfolioTH

ALLSOUTH FEDERAL CREDIT UNION

EIN 57-0407742-financial services-Latest filing 2025
Plans
3
Retirement
2
$120.8M assets
Welfare
1
$2.4M premiums
Participants
956
730 ELMWOOD AVE - COLUMBIA, SC 292012002803-736-3110allsouth.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$107.1M - 290 part#002401k-$13.8M - 347 part#520Fully Insured-$2.4M - 377 lives

Retirement portfolio analytics

2 plans aggregated / $120.8M assets / 637 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN AND TRUST (#001)89%
  • PLAN AND TRUST (#002)11%
Total $120.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • (Not disclosed)89%
  • CMFG LIFE INSURANCE COMPANY11%
Total $120.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)347
  • PLAN AND TRUST (#001)290
Total 637Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$183K
  • Short-term disability$95K
  • Life$62K
  • Long-term disability$58K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • COMMUNITY EYE CARE1%
  • EAP ALLIANCE INC. DBA FIRST SUN EMPLOYEE ASSISTANCE PROGRAM0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • MCGRIFF INSURANCE SERVICES INC55%
  • MARSH & MCLENNAN AGENCY LLC45%
Total $53K2 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

ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$107.1M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLSOUTH FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$13.8M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

ALLSOUTH FEDERAL CREDIT UNION EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$2.4M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$107.1M2902025
002ALLSOUTH FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$13.8M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520ALLSOUTH FEDERAL CREDIT UNION EMPLOYEE WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$2.4M3772025
Retirement plans
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