Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Midflorida Credit Union
EIN 59-6194363bankingLatest filing 2025
Plans
3
Retirement
2
$263.1M assets
Health & Benefits
1
$2.8M premiums
Participants
3,595
129 S KENTUCKY AVENUE - LAKELAND, FL 33801863-616-2100midflorida.comLinkedIn1001-5000 employeesbanking
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 / $263.1M assets / 2,535 participants
Participants by plan
Active + retired + deferred vested
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
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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
MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLAN
Traditional DB
Assets$150.6M
Participants739
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033
MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k)
Assets$112.5M
Participants1,796
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
MID FLORIDA CREDIT UNION WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.8M
Covered lives1,208
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MIDFLORIDA CREDIT UNION RETIREMENT PENSION PLAN | Traditional DB | $150.6M | 739 | 2025 |
| #033 | MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN | 401(k) | $112.5M | 1,796 | 2025 |
- #001 · Traditional DB · 2025739
- #033 · 401(k) · 20251,796
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | MID FLORIDA CREDIT UNION WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.8M | 1,208 | 2025 |
- #504 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,208
Retirement plans
Health & Benefits plans