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Sponsor portfolioTH

AVADIAN CREDIT UNION

EIN 63-0207315-financial services-Latest filing 2025
Plans
3
Retirement
2
$62.1M assets
Welfare
1
$277K premiums
Participants
858
1 RIVERCHASE PARKWAY - HOOVER, AL 35244205-985-2836avadiancu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$36.5M - 228 part#002401k-$25.6M - 358 part#504Mixed-$277K - 272 lives

Retirement portfolio analytics

2 plans aggregated / $62.1M assets / 586 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DEFINED BENEFIT PLAN (#001)59%
  • CREDIT UNION 401(K) (#002)41%
Total $62.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • STANDARD RETIREMENT SERVICES59%
  • (Not disclosed)41%
Total $62.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)358
  • DEFINED BENEFIT PLAN (#001)228
Total 586Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA86%
  • VISION SERVICE PLAN14%
Total $277K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • COBBS ALLEN & HALL INC100%
  • IMG0%
Total $33K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AVADIAN CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$36.5M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AVADIAN CREDIT UNION 401(K) PLAN

401k

Assets$25.6M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

AVADIAN CREDIT UNION WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$277K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AVADIAN CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$36.5M2282024
002AVADIAN CREDIT UNION 401(K) PLAN401k$25.6M3582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504AVADIAN CREDIT UNION WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$277K2722025
Retirement plans
Welfare plans
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