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
Sponsor portfolio
GROW FINANCIAL FEDERAL CREDIT UNION
EIN 59-0772528bankingLatest filing 2025
Plans
2
Retirement
1
$81.8M assets
Welfare
1
$1.2M premiums
Participants
1,315
9927 DELANEY LAKE DR - TAMPA, FL 336195071813-832-2078growfinancial.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 922 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY50%
- AETNA LIFE INSURANCE COMPANY32%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
- HUMANA INSURANCE COMPANY5%
- TRANSAMERICA LIFE INSURANCE COMPANY4%
- +3 more
Broker market share
Schedule A broker compensation
73%top
- AON CONSULTING INC73%
- CUSTOM BENEFIT PROGRAMS INC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GROW FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$81.8M
Participants737
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROW FINANCIAL FEDERAL CREDIT UNION FLEXIBLE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$1.2M
Covered lives922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GROW FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | 401k | $81.8M | 737 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROW FINANCIAL FEDERAL CREDIT UNION FLEXIBLE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE CO. | $1.2M | 922 | 2025 |
Retirement plans
Welfare plans