PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Grow Financial Federal Credit Union
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Grow Financial Federal Credit Union

EIN 59-0772528-banking-Latest filing 2025
Plans
2
Retirement
1
$81.8M assets
Health & Benefits
1
$1.2M premiums
Participants
1,315
9927 DELANEY LAKE DR - TAMPA, FL 336195071813-832-2078growfinancial.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401(k)-$81.8M - 737 part#501Mixed-$1.2M - 922 lives

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

Benefits portfolio analytics

1 plan / $1.2M premiums / 922 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$370K
  • Other$307K
  • Life$274K
  • Long-term disability$190K
  • Short-term disability$116K
  • Vision$56K
Total $1.2M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

GROW FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$81.8M
Participants737
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GROW FINANCIAL FEDERAL CREDIT UNION FLEXIBLE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$1.2M
Covered lives922
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002GROW FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN401(k)$81.8M7372025
  • GROW FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN$81.8M
    #002 · 401(k) · 2025737

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GROW FINANCIAL FEDERAL CREDIT UNION FLEXIBLE BENEFIT PLANMixedAETNA LIFE INSURANCE CO.$1.2M9222025
  • GROW FINANCIAL FEDERAL CREDIT UNION FLEXIBLE BENEFIT PLAN$1.2M
    #501 · Mixed · AETNA LIFE INSURANCE CO. · 2025922
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica