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Sponsor portfolioTH

TROPICAL FINANCIAL CREDIT UNION

EIN 59-0637653-financial services-Latest filing 2025
Plans
3
Retirement
2
$26.1M assets
Welfare
1
$295K premiums
Participants
507
3050 CORPORATE WAY - MIRAMAR, FL 33025888-261-8328tropicalfcu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#003401k-$18.4M - 216 part#001TraditionalDB-$7.7M - 124 part#501Mixed-$295K - 209 lives

Retirement portfolio analytics

2 plans aggregated / $26.1M assets / 340 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#003)70%
  • UNION EMPLOYEES' PENSION (#001)30%
Total $26.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY70%
  • (Not disclosed)30%
Total $26.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)216
  • UNION EMPLOYEES' PENSION (#001)124
Total 340Click row to drill in

Benefits portfolio analytics

1 plan / $295K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$216K
  • Life$205K
  • Short-term disability$205K
  • Long-term disability$205K
  • Health$59K
  • Prescription drug$59K
  • +1 more
Total $295K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY69%
  • EMPHESYS INSURANCE COMPANY20%
  • EYEMED VISION CARE7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • MANAGED CARE CONCEPTS1%
Total $295K5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • US ENROLLMENT SERVICES1%
Total $29K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$18.4M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TROPICAL FINANCIAL CREDIT UNION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$7.7M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TROPICAL FINANCIAL CREDIT UNION EMPLOYEE WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$295K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN401k$18.4M2162024
001TROPICAL FINANCIAL CREDIT UNION EMPLOYEES' PENSION PLANTraditionalDB$7.7M1242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TROPICAL FINANCIAL CREDIT UNION EMPLOYEE WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$295K2092025
Retirement plans
Welfare plans
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