Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $45.0M assets / 451 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $2.2M premiums / 242 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FAMILY SECURITY CREDIT UNION CASH BALANCE NON-INTEGRATED DEFINED BENEFIT PLAN | Cash balance | $28.8M | 224 | 2025 |
| #002 | FAMILY SECURITY CREDIT UNION 401(K) PLAN | 401(k) | $16.2M | 227 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FAMILY SECURITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.2M | 242 | 2025 |