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Sponsor portfolioTH

KEESLER FEDERAL CREDIT UNION

EIN 64-0302297-financial services-Latest filing 2025
Plans
3
Retirement
2
$67.2M assets
Welfare
1
$1.5M premiums
Participants
2,003
2602 PASS RD - BILOXI, MS 395347001888-533-7537kfcu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$47.0M - 1,088 part#001CashBalance-$20.3M - 218 part#501Mixed-$1.5M - 752 lives

Retirement portfolio analytics

2 plans aggregated / $67.2M assets / 1,306 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN AND TRUST (#002)70%
  • PLAN AND TRUST (#001)30%
Total $67.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • CMFG LIFE INSURANCE COMPANY70%
  • (Not disclosed)30%
Total $67.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1,088
  • PLAN AND TRUST (#001)218
Total 1,306Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 752 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$847K
  • Other$306K
  • Short-term disability$230K
  • Life$217K
  • Long-term disability$60K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITEDHEALTHCARE INSURANCE COMPANY56%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY40%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY4%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • STALWART INSURANCE LLC96%
  • FORESTER BENEFITS MANAGEMENT LLC4%
  • DIGITAL INSURANCE LLC0%
Total $113K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KEESLER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$47.0M
Participants1,088
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KEESLER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$20.3M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEESLER FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives752
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KEESLER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$47.0M1,0882025
001KEESLER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$20.3M2182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEESLER FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.5M7522024
Retirement plans
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