Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$49.2M
Filings through .
Top hat
Y-12 Federal Credit Union
EIN 62-0473619Finance and InsuranceLatest filing 2025
Plans
6
Retirement
2
$120.0M assets
Health & Benefits
4
$1.7M premiums
Participants
1,445
501 LAFAYETTE DR - OAK RIDGE, TN 378307909865-482-1043
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $120.0M assets / 1,006 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$70.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $1.7M premiums / 1,196 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$303K
- Dental$252K
- Vision$252K
- Long-term disability$193K
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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#001
Y-12 FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN
Cash balance
Assets$70.8M
Participants471
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$49.2M
Participants535
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GROUP MEDICAL PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$841K
Covered lives424
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
Y-12 FEDERAL CREDIT UNION WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$555K
Covered lives426
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
GROUP LIFE INSURANCE PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$256K
Covered lives346
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
GROUP SHORT TERM DISABILITY PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | Y-12 FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN | Cash balance | $70.8M | 471 | 2025 |
| #002 | Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $49.2M | 535 | 2025 |
- #001 · Cash balance · 2025471
- #002 · 401(k) · 2025535
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GROUP MEDICAL PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $841K | 424 | 2024 |
| #505 | Y-12 FEDERAL CREDIT UNION WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $555K | 426 | 2025 |
| #502 | GROUP LIFE INSURANCE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $256K | 346 | 2024 |
| #504 | GROUP SHORT TERM DISABILITY PLAN | Self-funded | - | $0 | 0 | 2024 |
- GROUP MEDICAL PLAN$841K#501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2024424
- #505 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025426
- #502 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2024346
- #504 · Self-funded · 20240
Retirement plans
Health & Benefits plans