Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$33.3M
Filings through .
Top hat
Legacy Community Federal Credit Union
EIN 63-0363853financial servicesLatest filing 2025
Plans
3
Retirement
2
$41.8M assets
Health & Benefits
1
$86K premiums
Participants
438
100 CORPORATE RDG - BIRMINGHAM, AL 352555377205-933-9933legacycreditunion.comLinkedIn51-200 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 / $41.8M assets / 315 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$33.3M
- CUNA MUTUAL$8.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $86K premiums / 123 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$86K
- Short-term disability$86K
- Long-term disability$86K
- Other$86K
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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
LEGACY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$33.3M
Participants173
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LEGACY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$8.5M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LEGACY COMMUNITY FEDERAL CREDIT UNION LIFE & DISABILITY PLAN
Fully insured - USABLE LIFE
Premiums$86K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEGACY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $33.3M | 173 | 2025 |
| #002 | LEGACY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $8.5M | 142 | 2025 |
- #001 · Cash balance · 2025173
- #002 · 401(k) · 2025142
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LEGACY COMMUNITY FEDERAL CREDIT UNION LIFE & DISABILITY PLAN | Fully insured | USABLE LIFE | $86K | 123 | 2025 |
- #501 · Fully insured · USABLE LIFE · 2025123
Retirement plans
Health & Benefits plans