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Sponsor portfolioTH

U OF KENTUCKY FEDERAL CREDIT UNION

EIN 61-6031223-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$27.5M assets
Welfare
1
$2.9M premiums
Participants
596
1730 ALYSHEBA WAY - LEXINGTON, KY 40509859-264-4216
Plans on this EIN
2 filings
#001401k-$27.5M - 344 part#501Fully Insured-$2.9M - 385 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Other$266K
  • Life$241K
  • Short-term disability$241K
  • Long-term disability$241K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • ANTHEM LIFE INSURANCE COMPANY84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • CONCERN EAP7%
  • NEW BENEFITS1%
  • AETNA LIFE INSURANCE COMPANY0%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • UNKNOWN2%
Total $182K2 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

UNIVERSITY OF KENTUCKY FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$27.5M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UKFCU EMPLOYEE WELFARE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$2.9M
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF KENTUCKY FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN401k$27.5M3442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UKFCU EMPLOYEE WELFARE PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$2.9M3852025
Retirement plans
Welfare plans
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