PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. POWER FINANCIAL CREDIT UNION
Sponsor portfolioTH

POWER FINANCIAL CREDIT UNION

EIN 59-0690962-banking-Latest filing 2025
Plans
4
Retirement
2
$40.3M assets
Welfare
2
$1.8M premiums
Participants
464
2020 N.W. 150TH AVENUE - PEMBROKE PINES, FL 33028954-538-4400powerfi.orgLinkedIn51-200 employeesbanking
Plans on this EIN
4 filings
#001TraditionalDB-$22.5M - 135 part#002401k-$17.8M - 182 part#501Fully Insured-$1.7M - 345 lives#502Fully Insured-$164K - 330 lives

Retirement portfolio analytics

2 plans aggregated / $40.3M assets / 317 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • FINANCIAL CREDIT UNION (#001)56%
  • CREDIT UNION 401(K) (#002)44%
Total $40.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)182
  • FINANCIAL CREDIT UNION (#001)135
Total 317Click row to drill in

Benefits portfolio analytics

2 plans / $1.8M premiums / 675 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$209K
  • Dental$177K
  • Life$177K
  • Short-term disability$177K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UPMC HEALTH OPTIONS65%
  • BLUE CROSS OF CALIFORNIA22%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
  • HUMANA INSURANCE COMPANY1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GALLAGHER BENEFIT SERVICES, INC.95%
  • TOMORROWS SOLUTION INC3%
  • PALEN INSURANCE CORPORATION1%
  • MAURICE CHARLES0%
  • MINI ESPEJO EDGARDO JESUS0%
  • +2 more
Total $79K7 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

THE RETIREMENT PLAN OF POWER FINANCIAL CREDIT UNION

TraditionalDB

Assets$22.5M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

POWER FINANCIAL CREDIT UNION 401(K) PLAN

401k

Assets$17.8M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POWER FINANCIAL CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - HEALTH OPTIONS

Premiums$1.7M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

POWER FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$164K
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE RETIREMENT PLAN OF POWER FINANCIAL CREDIT UNIONTraditionalDB$22.5M1352025
002POWER FINANCIAL CREDIT UNION 401(K) PLAN401k$17.8M1822024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POWER FINANCIAL CREDIT UNION HEALTH AND WELFARE PLANFully InsuredHEALTH OPTIONS$1.7M3452025
502POWER FINANCIAL CREDIT UNION WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$164K3302024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica