Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Power Financial Credit Union
EIN 59-0690962bankingLatest filing 2025
Plans
4
Retirement
2
$42.8M assets
Health & Benefits
2
$1.8M premiums
Participants
476
2020 N.W. 150TH AVENUE - PEMBROKE PINES, FL 33028954-538-4400powerfi.orgLinkedIn51-200 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $42.8M assets / 329 participants
Participants by plan
Active + retired + deferred vested
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
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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
THE RETIREMENT PLAN OF POWER FINANCIAL CREDIT UNION
Traditional DB
Assets$22.5M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
POWER FINANCIAL CREDIT UNION 401(K) PLAN
401(k)
Assets$20.3M
Participants194
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
POWER FINANCIAL CREDIT UNION HEALTH AND WELFARE PLAN
Fully insured - HEALTH OPTIONS
Premiums$1.7M
Covered lives345
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
POWER FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$164K
Covered lives330
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE RETIREMENT PLAN OF POWER FINANCIAL CREDIT UNION | Traditional DB | $22.5M | 135 | 2025 |
| #002 | POWER FINANCIAL CREDIT UNION 401(K) PLAN | 401(k) | $20.3M | 194 | 2025 |
- #001 · Traditional DB · 2025135
- #002 · 401(k) · 2025194
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | POWER FINANCIAL CREDIT UNION HEALTH AND WELFARE PLAN | Fully insured | HEALTH OPTIONS | $1.7M | 345 | 2025 |
| #502 | POWER FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $164K | 330 | 2024 |
- #501 · Fully insured · HEALTH OPTIONS · 2025345
- #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2024330
Retirement plans
Health & Benefits plans