Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Tropical Financial Credit Union
EIN 59-0637653financial servicesLatest filing 2025
Plans
3
Retirement
2
$28.2M assets
Health & Benefits
1
$295K premiums
Participants
503
3050 CORPORATE WAY - MIRAMAR, FL 33025888-261-8328tropicalfcu.comLinkedIn201-500 employeesfinancial services
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 / $28.2M assets / 336 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$7.7M
Participants by plan
Active + retired + deferred vested
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
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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#003
TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN
401(k)
Assets$20.4M
Participants212
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TROPICAL FINANCIAL CREDIT UNION EMPLOYEES' PENSION PLAN
Traditional DB
Assets$7.7M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TROPICAL FINANCIAL CREDIT UNION EMPLOYEE WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$295K
Covered lives209
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | 401(k) | $20.4M | 212 | 2025 |
| #001 | TROPICAL FINANCIAL CREDIT UNION EMPLOYEES' PENSION PLAN | Traditional DB | $7.7M | 124 | 2025 |
- #003 · 401(k) · 2025212
- #001 · Traditional DB · 2025124
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TROPICAL FINANCIAL CREDIT UNION EMPLOYEE WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $295K | 209 | 2025 |
- #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025209
Retirement plans
Health & Benefits plans