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Filings through Oct 24, 2026.

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Addition Financial Credit Union

EIN 59-0678236-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$55.1M assets
Health & Benefits
1
$6.0M premiums
Participants
969
1000 PRIMERA BLVD - LAKE MARY, FL 32746800-771-9411
Plans on this EIN
2 filings
#001401(k)-$55.1M - 598 part#501Fully insured-$6.0M - 715 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $6.0M premiums / 715 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Prescription drug$6.3M
  • Other$463K
  • Dental$413K
  • Vision$409K
  • Life$398K
  • +2 more
Total $7.1M8 rows
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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#001

ADDITION FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401(k)

Assets$55.1M
Participants598
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ADDITION FINANCIAL CREDIT UNION

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.0M
Covered lives715
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ADDITION FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN401(k)$55.1M5982025
  • ADDITION FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN$55.1M
    #001 · 401(k) · 2025598

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ADDITION FINANCIAL CREDIT UNIONFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.0M7152025
  • ADDITION FINANCIAL CREDIT UNION$6.0M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025715
Retirement plans
Health & Benefits plans

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