Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$47.0M
- PLAN AND TRUST (#001)$25.7M
Filings through .
Top hat
Ornl Federal Credit Union
EIN 62-0476738bankingLatest filing 2025
Plans
3
Retirement
2
$72.7M assets
Health & Benefits
1
$1.6M premiums
Participants
1,444
221 SOUTH RUTGERS AVENUE - OAK RIDGE, TN 37831865-425-2706ornlfcu.comLinkedIn501-1000 employeesbanking
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 / $72.7M assets / 861 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$47.0M
- BENEFIT TRUST COMPANY$25.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 1,009 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$904K
- Other$647K
- Life$464K
- Short-term disability$464K
- Long-term disability$464K
- Vision$71K
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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
ORNL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$47.0M
Participants721
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ORNL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$25.7M
Participants140
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ORNL FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN
Mixed - GRANULAR INSURANCE COMPANY
Premiums$1.6M
Covered lives1,009
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ORNL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $47.0M | 721 | 2025 |
| #001 | ORNL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $25.7M | 140 | 2025 |
- #002 · 401(k) · 2025721
- #001 · Traditional DB · 2025140
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ORNL FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN | Mixed | GRANULAR INSURANCE COMPANY | $1.6M | 1,009 | 2025 |
- #501 · Mixed · GRANULAR INSURANCE COMPANY · 20251,009
Retirement plans
Health & Benefits plans