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Sponsor portfolioTH

PUBLIX EMPLOYEE FEDERAL CREDIT UNION

EIN 59-0815534-banking-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$3.6M premiums
Participants
582
3005 NEW TAMPA HWY - LAKELAND, FL 33815863-683-6404pefcu.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$18.1M - 330 part#510Fully Insured-$3.6M - 308 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Other$220K
  • Dental$141K
  • Short-term disability$81K
  • Life$47K
  • Vision$24K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $266K1 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

PUBLIX EMPLOYEES FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$18.1M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PUBLIX EMPLOYEE FEDERAL CREDIT UNION EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PUBLIX EMPLOYEES FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST401k$18.1M3302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PUBLIX EMPLOYEE FEDERAL CREDIT UNION EMPLOYEE WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.6M3082025
Retirement plans
Welfare plans
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