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Sponsor portfolioTH

MIDFLORIDA CREDIT UNION

EIN 59-6194363-banking-Latest filing 2025
Plans
3
Retirement
2
$229.6M assets
Welfare
1
$2.8M premiums
Participants
3,587
PO BOX 8008 - LAKELAND, FL 338028008863-648-5279midflorida.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$137.7M - 743 part#033401k-$91.9M - 1,784 part#504Mixed-$2.8M - 1,208 lives

Retirement portfolio analytics

2 plans aggregated / $229.6M assets / 2,527 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • UNION RETIREMENT PENSION (#001)60%
  • CAPITAL ACCUMULATION PLAN (#033)40%
Total $229.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#033)1,784
  • UNION RETIREMENT PENSION (#001)743
Total 2,527Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 1,208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$909K
  • Vision$135K
  • Other$87K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA51%
  • AFLAC27%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY15%
  • VISION SERVICE PLAN5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • AMWINS33%
  • LANCE ACKERMAN28%
  • FOUNDATION RISK PARTNERS CORP13%
  • RISK STRATEGIES COMPANY7%
  • JAMIE PITTNER4%
  • +3 more
Total $282K8 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

MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$137.7M
Participants743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$91.9M
Participants1,784
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MID FLORIDA CREDIT UNION WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.8M
Covered lives1,208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$137.7M7432024
033MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN401k$91.9M1,7842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MID FLORIDA CREDIT UNION WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.8M1,2082025
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