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Sponsor portfolioTH

ATLANTA POSTAL CREDIT UNION

EIN 58-0146810-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$113.5M assets
Welfare
1
$1.1M premiums
Participants
962
400 PORSCHE AVE - ATLANTA, GA 30354404-768-4126
Plans on this EIN
3 filings
#002CashBalance-$103.1M - 272 part#003401k-$10.4M - 352 part#501Fully Insured-$1.1M - 559 lives

Retirement portfolio analytics

2 plans aggregated / $113.5M assets / 624 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN AND TRUST (#002)91%
  • PLAN AND TRUST (#003)9%
Total $113.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • (Not disclosed)91%
  • CMFG LIFE INSURANCE COMPANY9%
Total $113.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)352
  • PLAN AND TRUST (#002)272
Total 624Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 559 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$585K
  • Stop-loss$585K
  • Dental$513K
  • Life$513K
  • Short-term disability$513K
  • Long-term disability$513K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • WESTPORT INSURANCE CORPORATION52%
  • METROPOLITAN LIFE INSURANCE COMPANY45%
  • VISION SERVICE PLAN3%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • MCGRIFF INSURANCE SERVICES INC62%
  • MARSH & MCLENNAN AGENCY LLC38%
Total $28K2 slices

Plan deep-dives

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

ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$103.1M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ATLANTA POSTAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$10.4M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTER PARC HEALTH AND WELFARE PLAN

Fully Insured - SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION

Premiums$1.1M
Covered lives559
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$103.1M2722025
003ATLANTA POSTAL CREDIT UNION 401(K) PLAN AND TRUST401k$10.4M3522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTER PARC HEALTH AND WELFARE PLANFully InsuredSWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION$1.1M5592025
Retirement plans
Welfare plans
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