Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$18.9M
- PLAN AND TRUST (#001)$11.6M
Filings through .
Top hat
Southeast Financial Credit Union
EIN 62-0382058financial servicesLatest filing 2025
Plans
3
Retirement
2
$30.5M assets
Health & Benefits
1
$1.6M premiums
Participants
460
220 S ROYAL OAKS BLVD - FRANKLIN, TN 370645313615-465-5465LinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $30.5M assets / 327 participants
Participants by plan
Active + retired + deferred vested
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
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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#002
SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$18.9M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$11.6M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN
Fully insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC
Premiums$1.6M
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $18.9M | 165 | 2025 |
| #001 | SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Cash balance | $11.6M | 162 | 2025 |
- #002 · 401(k) · 2025165
- #001 · Cash balance · 2025162
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN | Fully insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC | $1.6M | 153 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF TENNESSEE, INC · 2025153
Retirement plans
Health & Benefits plans