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Sponsor portfolioTH

ORNL FEDERAL CREDIT UNION

EIN 62-0476738-banking-Latest filing 2025
Plans
3
Retirement
2
$61.6M assets
Welfare
1
$1.6M premiums
Participants
1,398
221 SOUTH RUTGERS AVENUE - OAK RIDGE, TN 37830865-425-2760ornlfcu.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$37.8M - 672 part#001TraditionalDB-$23.7M - 143 part#501Mixed-$1.6M - 1,009 lives

Retirement portfolio analytics

2 plans aggregated / $61.6M assets / 815 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#002)61%
  • PLAN AND TRUST (#001)39%
Total $61.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • (Not disclosed)61%
  • BENEFIT TRUST COMPANY39%
Total $61.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)672
  • PLAN AND TRUST (#001)143
Total 815Click row to drill in

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
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • GRANULAR INSURANCE COMPANY56%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA29%
  • HARTFORD LIFE AND ACCIDENT11%
  • AMERITAS LIFE INSURANCE CORP.4%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ENROLLEASE71%
  • DIGITAL INSURANCE LLC29%
  • IMG0%
Total $89K3 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

ORNL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$37.8M
Participants672
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ORNL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$23.7M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORNL FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - GRANULAR INSURANCE COMPANY

Premiums$1.6M
Covered lives1,009
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORNL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$37.8M6722024
001ORNL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$23.7M1432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORNL FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANMixedGRANULAR INSURANCE COMPANY$1.6M1,0092025
Retirement plans
Welfare plans
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