Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$36.4M
Filings through .
Top hat
Community Credit Union of Florida
EIN 59-0860768bankingLatest filing 2025
Plans
3
Retirement
2
$50.8M assets
Health & Benefits
1
$2.2M premiums
Participants
534
1030 US HIGHWAY 1 - ROCKLEDGE, FL 329552716321-637-3141ccuflorida.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $50.8M assets / 358 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$36.4M
- CUNA MUTUAL$14.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 307 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$297K
- Vision$297K
- Life$297K
- Short-term disability$297K
- Long-term disability$297K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COMMUNITY CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$36.4M
Participants150
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN
401(k)
Assets$14.4M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COMMUNITY CREDIT UNION OF FLORIDA WELFARE BENEFIT PLAN
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives307
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COMMUNITY CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $36.4M | 150 | 2025 |
| #002 | COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN | 401(k) | $14.4M | 208 | 2025 |
- #001 · Traditional DB · 2025150
- #002 · 401(k) · 2025208
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COMMUNITY CREDIT UNION OF FLORIDA WELFARE BENEFIT PLAN | Fully insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.2M | 307 | 2025 |
- #501 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2025307
Retirement plans
Health & Benefits plans