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Sponsor portfolioTH

REDSTONE FEDERAL CREDIT UNION

EIN 63-0322374-banking-Latest filing 2025
Plans
3
Retirement
2
$384.2M assets
Welfare
1
$1.0M premiums
Participants
5,130
220 WYNN DRIVE NW - HUNTSVILLE, AL 35893256-722-3434redfcu.orgLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filings
#001401k-$192.4M - 1,810 part#002TraditionalDB-$191.8M - 1,892 part#501Mixed-$1.0M - 1,491 lives

Retirement portfolio analytics

2 plans aggregated / $384.2M assets / 3,702 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN & TRUST (#001)50%
  • DEFINED BENEFIT PLAN (#002)50%
Total $384.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • CHARLES SCHWAB & CO., INC.50%
  • (Not disclosed)50%
Total $384.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)1,892
  • PLAN & TRUST (#001)1,810
Total 3,702Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$977K
  • Short-term disability$977K
  • Long-term disability$977K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA97%
  • AMERICAN BEHAVIORAL BENEFITS MANAGERS, LLC3%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $208K1 slice

Plan deep-dives

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

REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST

401k

Assets$192.4M
Participants1,810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REDSTONE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$191.8M
Participants1,892
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REDSTONE FEDERAL CREDIT UNION GROUP PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives1,491
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST401k$192.4M1,8102025
002REDSTONE FEDERAL CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$191.8M1,8922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REDSTONE FEDERAL CREDIT UNION GROUP PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.0M1,4912025
Retirement plans
Welfare plans
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