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Sponsor portfolioTH

REDSTONE FEDERAL CREDIT UNION

EIN 63-0322374-banking-Latest filing 2024
Plans
3
Retirement
2
$328.7M assets
Welfare
1
$980K premiums
Participants
4,899
220 WYNN DRIVE NW - HUNTSVILLE, AL 35893256-722-3434redfcu.orgLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filings
#002TraditionalDB-$167.6M - 1,802 part#001401k-$161.1M - 1,696 part#501Mixed-$980K - 1,397 lives

Retirement portfolio analytics

2 plans aggregated / $328.7M assets / 3,498 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DEFINED BENEFIT PLAN (#002)51%
  • PLAN & TRUST (#001)49%
Total $328.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • CHARLES SCHWAB & CO., INC.49%
Total $328.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)1,802
  • PLAN & TRUST (#001)1,696
Total 3,498Click row to drill in

Benefits portfolio analytics

1 plan / $980K premiums / 1,397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$980K
  • Life$955K
  • Short-term disability$955K
  • Long-term disability$955K
Total $980K4 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 $980K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $202K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

REDSTONE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$167.6M
Participants1,802
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

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

401k

Assets$161.1M
Participants1,696
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$980K
Covered lives1,397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002REDSTONE FEDERAL CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$167.6M1,8022024
001REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST401k$161.1M1,6962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REDSTONE FEDERAL CREDIT UNION GROUP PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$980K1,3972024
Retirement plans
Welfare plans
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