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Sponsor portfolioTH

COMMUNITY CREDIT UNION OF FLORIDA

EIN 59-0860768-banking-Latest filing 2025
Plans
3
Retirement
2
$45.9M assets
Welfare
1
$2.2M premiums
Participants
502
1030 US HIGHWAY 1 - ROCKLEDGE, FL 32955321-637-3141ccuflorida.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$32.6M - 137 part#002401k-$13.3M - 189 part#501Fully Insured-$2.2M - 307 lives

Retirement portfolio analytics

2 plans aggregated / $45.9M assets / 326 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#001)71%
  • FLORIDA EMPLOYEES Savings (#002)29%
Total $45.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • (Not disclosed)71%
  • CMFG LIFE INSURANCE COMPANY29%
Total $45.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FLORIDA EMPLOYEES Savings (#002)189
  • PLAN AND TRUST (#001)137
Total 326Click row to drill in

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
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED HEALTHCARE INSURANCE COMPANY86%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • UNITED BENEFIT ADVISORS OF FLORIDA85%
  • SCOTT ROBERT BUNKERS15%
Total $80K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$32.6M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN

401k

Assets$13.3M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY CREDIT UNION OF FLORIDA WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$32.6M1372024
002COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN401k$13.3M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY CREDIT UNION OF FLORIDA WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$2.2M3072025
Retirement plans
Welfare plans
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