Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$27.2M
Filings through .
Top hat
Listerhill Credit Union
EIN 63-0333902financial servicesLatest filing 2025
Plans
3
Retirement
2
$47.3M assets
Health & Benefits
1
$1.1M premiums
Participants
855
4790 2ND ST - MUSCLE SHOALS, AL 356611285256-383-9204listerhill.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $47.3M assets / 630 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 532 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$631K
- Life$330K
- Short-term disability$330K
- Long-term disability$330K
- Other$330K
- Dental$129K
- +1 more
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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
LISTERHILL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$27.2M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
LISTERHILL CREDIT UNION 401(K) PLAN
401(k)
Assets$20.1M
Participants335
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
LISTERHILL CREDIT UNION EMPLOYEE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives532
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LISTERHILL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $27.2M | 295 | 2025 |
| #003 | LISTERHILL CREDIT UNION 401(K) PLAN | 401(k) | $20.1M | 335 | 2025 |
- #001 · Cash balance · 2025295
- #003 · 401(k) · 2025335
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | LISTERHILL CREDIT UNION EMPLOYEE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $1.1M | 532 | 2025 |
- #504 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025532
Retirement plans
Health & Benefits plans