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Sponsor portfolioTH

SPACE COAST CREDIT UNION

EIN 59-0746906-banking-Latest filing 2025
Plans
3
Retirement
2
$82.5M assets
Welfare
1
$911K premiums
Participants
2,924
8045 N. WICKHAM ROAD - MELBOURNE, FL 32940321-752-2222sccu.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$75.4M - 1,668 part#003TraditionalDB-$7.2M - 0 part#501Mixed-$911K - 1,599 lives

Retirement portfolio analytics

2 plans aggregated / $82.5M assets / 1,668 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • UNION 401(K) Savings (#002)91%
  • UNION RETIREMENT PLAN (#003)9%
Total $82.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • EPIC RETIREMENT PLAN SERVICES91%
  • (Not disclosed)9%
Total $82.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION 401(K) Savings (#002)1,668
Total 1,668Click row to drill in

Benefits portfolio analytics

1 plan / $911K premiums / 1,599 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$818K
  • Long-term disability$818K
  • Other$818K
  • Vision$93K
Total $911K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA90%
  • EYEMED VISION CARE10%
Total $911K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $132K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$75.4M
Participants1,668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EASTERN FINANCIAL FLORIDA CREDIT UNION RETIREMENT PLAN

TraditionalDB

Assets$7.2M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPACE COAST CREDIT UNION WELFARE BENEFIT PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$911K
Covered lives1,599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN401k$75.4M1,6682024
003EASTERN FINANCIAL FLORIDA CREDIT UNION RETIREMENT PLANTraditionalDB$7.2M02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPACE COAST CREDIT UNION WELFARE BENEFIT PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$911K1,5992025
Retirement plans
Welfare plans
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