Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$303K
- Long-term disability$303K
- Life$81K
- Other$70K
Sponsor portfolioTH
ASCEND FEDERAL CREDIT UNION
EIN 62-0527850financial servicesLatest filing 2025
Plans
6
Retirement
1
$51.4M assets
Welfare
5
$453K premiums
Participants
3,299
520 AIRPARK DRIVE - TULLAHOMA, TN 37388931-455-5441ascend.orgLinkedIn501-1000 employeesfinancial services
Benefits portfolio analytics
5 plans / $453K premiums / 1,872 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- HARTFORD LIFE AND ACCIDENT85%
- ZURICH AMERICAN INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
83%top
- COBBS ALLEN & HALL INC83%
- DIGITAL INSURANCE LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN
401k
Assets$51.4M
Participants771
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
STD AND LTD DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$303K
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
GROUP TERM LIFE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$81K
Covered lives622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
AD&D PLAN FOR EMPLOYEES OF ASCEND FEDERAL CREDIT UNION
Fully Insured - ZURICH AMERICAN INSURANCE COMPANY
Premiums$70K
Covered lives642
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP HEALTH INSURANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ASCEND FEDERAL CREDIT UNION 125 CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | 401k | $51.4M | 771 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | STD AND LTD DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $303K | 608 | 2025 | |
| 503 | GROUP TERM LIFE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $81K | 622 | 2025 | |
| 506 | AD&D PLAN FOR EMPLOYEES OF ASCEND FEDERAL CREDIT UNION | Fully Insured | ZURICH AMERICAN INSURANCE COMPANY | $70K | 642 | 2025 | |
| 501 | GROUP HEALTH INSURANCE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 507 | ASCEND FEDERAL CREDIT UNION 125 CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans