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Sponsor portfolioTH

KNOXVILLE TVA EMPLOYEES CREDIT UNION

EIN 62-0263105-banking-Latest filing 2025
Plans
3
Retirement
2
$82.3M assets
Welfare
1
$1.4M premiums
Participants
1,764
1409 CENTERPOINT BLVD - KNOXVILLE, TN 37932865-544-5400tvacreditunion.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002TraditionalDB-$41.3M - 455 part#001401k-$41.0M - 635 part#501Mixed-$1.4M - 1,556 lives

Retirement portfolio analytics

2 plans aggregated / $82.3M assets / 1,090 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • DEFINED BENEFIT PLAN (#002)50%
  • UNION EMPLOYEE Savings (#001)50%
Total $82.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEE Savings (#001)635
  • DEFINED BENEFIT PLAN (#002)455
Total 1,090Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$656K
  • Life$627K
  • Short-term disability$627K
  • Long-term disability$627K
  • Dental$605K
  • Vision$107K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY46%
  • DELTA DENTAL OF CALIFORNIA44%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • BENEFIT INTELLIGENCE2%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • THE BALDWIN GROUP WEST LLC99%
  • UNKNOWN1%
Total $200K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$41.3M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KNOXVILLE TVA EMPLOYEES CREDIT UNION EMPLOYEE SAVINGS PLAN

401k

Assets$41.0M
Participants635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KNOXVILLE TVA EMPLOYEES CREDIT UNION WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$41.3M4552024
001KNOXVILLE TVA EMPLOYEES CREDIT UNION EMPLOYEE SAVINGS PLAN401k$41.0M6352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KNOXVILLE TVA EMPLOYEES CREDIT UNION WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.4M1,5562025
Retirement plans
Welfare plans
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