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Sponsor portfolioTH

EGLIN FEDERAL CREDIT UNION

EIN 59-0724728-financial services-Latest filing 2025
Plans
3
Retirement
2
$112.8M assets
Welfare
1
$5.6M premiums
Participants
1,415
838 EGLIN PARKWAY NE - FT WALTON BEACH, FL 325472530850-862-0111eglinfcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$80.4M - 439 part#002401k-$32.4M - 460 part#501Fully Insured-$5.6M - 516 lives

Retirement portfolio analytics

2 plans aggregated / $112.8M assets / 899 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • UNION RETIREMENT PLAN (#001)71%
  • 401(K) RETIREMENT PLAN (#002)29%
Total $112.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)460
  • UNION RETIREMENT PLAN (#001)439
Total 899Click row to drill in

Benefits portfolio analytics

1 plan / $5.6M premiums / 516 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Prescription drug$4.9M
  • Dental$283K
  • Other$199K
  • Life$141K
  • Long-term disability$133K
  • +1 more
Total $5.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED HEALTHCARE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Total $5.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFITS PARTNER DBA SALUS GROU100%
Total $327K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EGLIN FEDERAL CREDIT UNION RETIREMENT PLAN

TraditionalDB

Assets$80.4M
Participants439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$32.4M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EGLIN FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$5.6M
Covered lives516
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EGLIN FEDERAL CREDIT UNION RETIREMENT PLANTraditionalDB$80.4M4392024
002EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN401k$32.4M4602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EGLIN FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$5.6M5162025
Retirement plans
Welfare plans
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