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  1. Companies/
  2. Gulf Winds Credit Union
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Gulf Winds Credit Union

EIN 59-6143861-banking-Latest filing 2025
Plans
3
Retirement
2
$44.1M assets
Health & Benefits
1
$225K premiums
Participants
883
400 WEST GARDEN STREET - PENSACOLA, FL 325343145850-479-9601gogulfwinds.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001Cash balance-$28.7M - 349 part#002401(k)-$15.4M - 307 part#501Mixed-$225K - 756 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $44.1M assets / 656 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$28.7M
  • PLAN AND TRUST (#002)$15.4M
Total $44.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$28.7M
  • BENEFIT PLANS ADMIN SERVICES, INC.$15.4M
Total $44.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)349
  • PLAN AND TRUST (#002)307
Total 656Select a row to open it

Benefits portfolio analytics

1 plan / $225K premiums / 756 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$174K
  • Other$52K
Total $225K2 rows
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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

GULF WINDS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Cash balance

Assets$28.7M
Participants349
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

GULF WINDS CREDIT UNION 401K PLAN AND TRUST

401(k)

Assets$15.4M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GULF WINDS CREDIT UNION

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$225K
Covered lives756
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GULF WINDS CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTCash balance$28.7M3492025
#002GULF WINDS CREDIT UNION 401K PLAN AND TRUST401(k)$15.4M3072025
  • GULF WINDS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST$28.7M
    #001 · Cash balance · 2025349
  • GULF WINDS CREDIT UNION 401K PLAN AND TRUST$15.4M
    #002 · 401(k) · 2025307

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GULF WINDS CREDIT UNIONMixedUNITED HEALTHCARE INSURANCE COMPANY$225K7562025
  • GULF WINDS CREDIT UNION$225K
    #501 · Mixed · UNITED HEALTHCARE INSURANCE COMPANY · 2025756
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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