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  1. Companies/
  2. Avadian Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Avadian Credit Union

EIN 63-0207315-financial services-Latest filing 2025
Plans
3
Retirement
2
$67.0M assets
Health & Benefits
1
$277K premiums
Participants
857
ONE RIVERCHASE PKWY, SO - BIRMINGHAM, AL 35244205-985-2828avadiancu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001Traditional DB-$40.1M - 228 part#002401(k)-$26.9M - 357 part#504Mixed-$277K - 272 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $67.0M assets / 585 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PLAN (#001)$40.1M
  • CREDIT UNION 401(K) (#002)$26.9M
Total $67.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)357
  • DEFINED BENEFIT PLAN (#001)228
Total 585Select a row to open it

Benefits portfolio analytics

1 plan / $277K premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$239K
  • Short-term disability$239K
  • Long-term disability$239K
  • Other$239K
  • Vision$38K
Total $277K5 rows
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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

AVADIAN CREDIT UNION DEFINED BENEFIT PLAN

Traditional DB

Assets$40.1M
Participants228
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AVADIAN CREDIT UNION 401(K) PLAN

401(k)

Assets$26.9M
Participants357
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

AVADIAN CREDIT UNION WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$277K
Covered lives272
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AVADIAN CREDIT UNION DEFINED BENEFIT PLANTraditional DB$40.1M2282025
#002AVADIAN CREDIT UNION 401(K) PLAN401(k)$26.9M3572025
  • AVADIAN CREDIT UNION DEFINED BENEFIT PLAN$40.1M
    #001 · Traditional DB · 2025228
  • AVADIAN CREDIT UNION 401(K) PLAN$26.9M
    #002 · 401(k) · 2025357

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504AVADIAN CREDIT UNION WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$277K2722025
  • AVADIAN CREDIT UNION WELFARE BENEFIT PLAN$277K
    #504 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025272
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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