Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$52.7M
- 401(K) PLAN PLUS (#002)$41.6M
Filings through .
Top hat
Ithink Financial Credit Union
EIN 59-1286880Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$94.4M assets
Health & Benefits
1
$6.7M premiums
Participants
1,259
1000 NW 17TH AVE - DELRAY BEACH, FL 33445561-982-4700
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 / $94.4M assets / 941 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$52.7M
- CUNA MUTUAL$41.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.7M premiums / 573 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.1M
- Dental$6.1M
- Prescription drug$6.1M
- Other$602K
- Life$499K
- Short-term disability$499K
- +2 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
ITHINK FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$52.7M
Participants475
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS
401(k)
Assets$41.6M
Participants466
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ITHINK FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.7M
Covered lives573
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ITHINK FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $52.7M | 475 | 2025 |
| #002 | ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | 401(k) | $41.6M | 466 | 2025 |
- #001 · Cash balance · 2025475
- #002 · 401(k) · 2025466
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ITHINK FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.7M | 573 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025573
Retirement plans
Health & Benefits plans