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Sponsor portfolioTH

SOUTHEAST FINANCIAL CREDIT UNION

EIN 62-0382058-financial services-Latest filing 2025
Plans
3
Retirement
2
$27.0M assets
Welfare
1
$1.6M premiums
Participants
466
220 S. ROYAL OAKS BLVD - FRANKLIN, TN 37064615-465-5465LinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$16.0M - 159 part#001CashBalance-$11.0M - 174 part#501Fully Insured-$1.6M - 153 lives

Retirement portfolio analytics

2 plans aggregated / $27.0M assets / 333 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#002)59%
  • PLAN AND TRUST (#001)41%
Total $27.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)174
  • PLAN AND TRUST (#002)159
Total 333Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • SYMETRA LIFE INSURANCE COMPANY6%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • KENNETH L RIDEOUT88%
  • CBIZ BENEFITS & INSURANCE SERVICES9%
  • GROUP INSURANCE SERVICES INC2%
Total $99K3 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

SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$16.0M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$11.0M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC

Premiums$1.6M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST401k$16.0M1592024
001SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTCashBalance$11.0M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC$1.6M1532025
Retirement plans
Welfare plans
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