PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ITHINK FINANCIAL CREDIT UNION
Sponsor portfolioTH

ITHINK FINANCIAL CREDIT UNION

EIN 59-1286880-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$89.2M assets
Welfare
1
$6.4M premiums
Participants
1,268
1000 NW 17TH AVE - DELRAY BEACH, FL 33445561-982-4700
Plans on this EIN
3 filings
#001CashBalance-$52.7M - 475 part#002401k-$36.5M - 467 part#501Fully Insured-$6.4M - 720 lives

Retirement portfolio analytics

2 plans aggregated / $89.2M assets / 942 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#001)59%
  • 401(K) PLAN PLUS (#002)41%
Total $89.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • (Not disclosed)59%
  • CMFG LIFE INSURANCE COMPANY41%
Total $89.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)475
  • 401(K) PLAN PLUS (#002)467
Total 942Click row to drill in

Benefits portfolio analytics

1 plan / $6.4M premiums / 720 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Other$547K
  • Life$460K
  • Short-term disability$460K
  • Long-term disability$460K
  • +2 more
Total $6.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $6.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $393K2 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

ITHINK FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$52.7M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS

401k

Assets$36.5M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ITHINK FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.4M
Covered lives720
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ITHINK FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$52.7M4752025
002ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS401k$36.5M4672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ITHINK FINANCIAL CREDIT UNION WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.4M7202024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica