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Filings through Oct 24, 2026.

Family Security Credit Union

EIN 63-0757453-banking-Latest filing 2025
Plans
3
Retirement
2
$45.0M assets
Health & Benefits
1
$2.2M premiums
Participants
678
2204 FAMILY SECURITY PL SW - DECATUR, AL 35603256-340-2000myfscu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001Cash balance-$28.8M - 224 part#002401(k)-$16.2M - 227 part#501Fully insured-$2.2M - 242 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $45.0M assets / 451 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PLAN (#001)$28.8M
  • CREDIT UNION 401(K) (#002)$16.2M
Total $45.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$28.8M
  • CUNA MUTUAL$16.2M
Total $45.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)227
  • DEFINED BENEFIT PLAN (#001)224
Total 451Select a row to open it

Benefits portfolio analytics

1 plan / $2.2M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Other$87K
  • Life$76K
  • Long-term disability$76K
  • +1 more
Total $2.2M7 rows
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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

FAMILY SECURITY CREDIT UNION CASH BALANCE NON-INTEGRATED DEFINED BENEFIT PLAN

Cash balance

Assets$28.8M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FAMILY SECURITY CREDIT UNION 401(K) PLAN

401(k)

Assets$16.2M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FAMILY SECURITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.2M
Covered lives242
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FAMILY SECURITY CREDIT UNION CASH BALANCE NON-INTEGRATED DEFINED BENEFIT PLANCash balance$28.8M2242025
#002FAMILY SECURITY CREDIT UNION 401(K) PLAN401(k)$16.2M2272025
  • FAMILY SECURITY CREDIT UNION CASH BALANCE NON-INTEGRATED DEFINED BENEFIT PLAN$28.8M
    #001 · Cash balance · 2025224
  • FAMILY SECURITY CREDIT UNION 401(K) PLAN$16.2M
    #002 · 401(k) · 2025227

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FAMILY SECURITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLANFully insuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.2M2422025
  • FAMILY SECURITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN$2.2M
    #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025242
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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