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Sponsor portfolioTH

PARK FEDERAL CREDIT UNION

EIN 61-0654642-banking-Latest filing 2025
Plans
3
Retirement
2
$55.4M assets
Welfare
1
$712K premiums
Participants
907
2515 BLANKENBANKER PARKWAY - LOUISVILLE, KY 40299502-815-6020parkcommunity.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001CashBalance-$33.3M - 383 part#002401k-$22.1M - 315 part#523Mixed-$712K - 256 lives

Retirement portfolio analytics

2 plans aggregated / $55.4M assets / 698 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN AND TRUST (#001)60%
  • PLAN AND TRUST (#002)40%
Total $55.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • (Not disclosed)60%
  • CMFG LIFE INSURANCE COMPANY40%
Total $55.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)383
  • PLAN AND TRUST (#002)315
Total 698Click row to drill in

Benefits portfolio analytics

1 plan / $712K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$418K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Other$164K
  • Dental$129K
  • +1 more
Total $712K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
  • AMERICAN UNITED LIFE INSURANCE COMPANY23%
Total $712K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN & BROWN INSURANCE SERVICES92%
  • DELTA DENTAL OF KENTUCKY8%
Total $43K2 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

PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$33.3M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$22.1M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#523

PARK FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - CIGNA

Premiums$712K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$33.3M3832024
002PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST401k$22.1M3152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
523PARK FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANMixedCIGNA$712K2562025
Retirement plans
Welfare plans
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