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  1. Companies/
  2. Abound Federal Credit Union
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Abound Federal Credit Union

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

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

Retirement portfolio analytics

2 plans aggregated / $56.5M assets / 832 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$43.9M
  • EMPLOYEES RETIREMENT Savings (#002)$12.6M
Total $56.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$43.9M
  • CUNA MUTUAL$12.6M
Total $56.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)428
  • EMPLOYEES RETIREMENT Savings (#002)404
Total 832Select a row to open it

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
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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

ABOUND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Traditional DB

Assets$43.9M
Participants428
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

401(k)

Assets$12.6M
Participants404
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ABOUND FEDERAL CREDIT UNION

Fully insured - UNITED HEALTHCARE STOP LOSS - UNITED HEALTH

Premiums$922K
Covered lives388
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ABOUND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditional DB$43.9M4282024
#002ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN401(k)$12.6M4042024
  • ABOUND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST$43.9M
    #001 · Traditional DB · 2024428
  • ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN$12.6M
    #002 · 401(k) · 2024404

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ABOUND FEDERAL CREDIT UNIONFully insuredUNITED HEALTHCARE STOP LOSS - UNITED HEALTH$922K3882025
  • ABOUND FEDERAL CREDIT UNION$922K
    #501 · Fully insured · UNITED HEALTHCARE STOP LOSS - UNITED HEALTH · 2025388
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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