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Sponsor portfolioTH

FLORIDACENTRAL CREDIT UNION

EIN 59-0857430-financial services-Latest filing 2025
Plans
3
Retirement
2
$31.6M assets
Welfare
1
$226K premiums
Participants
400
3333 HENDERSON BLVD - TAMPA, FL 336092955813-879-3333floridacentralcu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#022CashBalance-$21.0M - 125 part#001401k-$10.6M - 139 part#505Mixed-$226K - 136 lives

Retirement portfolio analytics

2 plans aggregated / $31.6M assets / 264 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • BALANCE RETIREMENT PENSION (#022)66%
  • UNION EMPLOYEE Savings (#001)34%
Total $31.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEE Savings (#001)139
  • BALANCE RETIREMENT PENSION (#022)125
Total 264Click row to drill in

Benefits portfolio analytics

1 plan / $226K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$164K
  • Vision$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Other$114K
  • Dental$63K
Total $226K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY28%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
Total $226K3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • WALLACE WELCH & WILLINGHAM INC47%
  • WWW INSURANCE, LLC47%
  • WATCHTOWER BENEFITS, LLC6%
Total $28K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

FLORIDACENTRAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN

CashBalance

Assets$21.0M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FLORIDACENTRAL CREDIT UNION EMPLOYEE SAVINGS PLAN

401k

Assets$10.6M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

FLORIDACENTRAL CREDIT UNION CAFETERIA & ERISA WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$226K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
022FLORIDACENTRAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLANCashBalance$21.0M1252025
001FLORIDACENTRAL CREDIT UNION EMPLOYEE SAVINGS PLAN401k$10.6M1392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505FLORIDACENTRAL CREDIT UNION CAFETERIA & ERISA WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$226K1362025
Retirement plans
Welfare plans
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