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Sponsor portfolioTH

ABOUND FEDERAL CREDIT UNION

EIN 61-0549068-Latest filing 2025
Plans
3
Retirement
2
$56.5M assets
Welfare
1
$922K premiums
Participants
1,220
3939 S DIXIE BLVD - RADCLIFF, KY 401605113270-765-8659
Plans on this EIN
3 filings
#001TraditionalDB-$43.9M - 428 part#002401k-$12.6M - 404 part#501Fully Insured-$922K - 388 lives

Retirement portfolio analytics

2 plans aggregated / $56.5M assets / 832 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN AND TRUST (#001)78%
  • EMPLOYEES RETIREMENT Savings (#002)22%
Total $56.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • CMFG LIFE INSURANCE COMPANY22%
Total $56.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)428
  • EMPLOYEES RETIREMENT Savings (#002)404
Total 832Click row to drill in

Benefits portfolio analytics

1 plan / $922K premiums / 388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$545K
  • Dental$545K
  • Stop-loss$545K
  • Life$127K
  • Short-term disability$89K
  • Other$68K
  • +2 more
Total $922K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNITED HEALTHCARE STOP LOSS - UNITED HEALTH59%
  • STANDARD INSURANCE COMPANY38%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
Total $922K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GREEN & HALLIBURTON INC100%
Total $46K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ABOUND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$43.9M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

401k

Assets$12.6M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ABOUND FEDERAL CREDIT UNION

Fully Insured - UNITED HEALTHCARE STOP LOSS - UNITED HEALTH

Premiums$922K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ABOUND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$43.9M4282024
002ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN401k$12.6M4042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ABOUND FEDERAL CREDIT UNIONFully InsuredUNITED HEALTHCARE STOP LOSS - UNITED HEALTH$922K3882025
Retirement plans
Welfare plans
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