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Sponsor portfolio

FAMILY SECURITY CREDIT UNION

EIN 63-0757453-banking-Latest filing 2025
Plans
3
Retirement
2
$39.2M assets
Welfare
1
$2.2M premiums
Participants
676
2204 FAMILY SECURITY PLACE SW - DECATUR, AL 35603256-340-2035myfscu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001CashBalance-$25.7M - 220 part#002401k-$13.5M - 229 part#501Fully Insured-$2.2M - 242 lives

Retirement portfolio analytics

2 plans aggregated / $39.2M assets / 449 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • DEFINED BENEFIT PLAN (#001)66%
  • CREDIT UNION 401(K) (#002)34%
Total $39.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • (Not disclosed)66%
  • CMFG LIFE INSURANCE COMPANY34%
Total $39.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)229
  • DEFINED BENEFIT PLAN (#001)220
Total 449Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Prescription drug$2.0M
  • Life$106K
  • Long-term disability$106K
  • Other$106K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • SYMETRA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • MDLIVE0%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VALENT GROUP100%
Total $23K1 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

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

CashBalance

Assets$25.7M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAMILY SECURITY CREDIT UNION 401(K) PLAN

401k

Assets$13.5M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILY SECURITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.2M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY SECURITY CREDIT UNION CASH BALANCE NON-INTEGRATED DEFINED BENEFIT PLANCashBalance$25.7M2202024
002FAMILY SECURITY CREDIT UNION 401(K) PLAN401k$13.5M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILY SECURITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.2M2422025
Retirement plans
Welfare plans
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