Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$47.0M
- PLAN AND TRUST (#001)$20.3M
Filings through .
Top hat
Keesler Federal Credit Union
EIN 64-0302297financial servicesLatest filing 2025
Plans
3
Retirement
2
$67.2M assets
Health & Benefits
1
$2.2M premiums
Participants
2,062
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 / $67.2M assets / 1,306 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CUNA MUTUAL$47.0M
- (Not disclosed)$20.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 765 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Other$380K
- Short-term disability$306K
- Life$243K
- Long-term disability$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#002
KEESLER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$47.0M
Participants1,088
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KEESLER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$20.3M
Participants218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
KEESLER FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE STOP LOSS- UNITED HEALTH
Premiums$2.2M
Covered lives765
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KEESLER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $47.0M | 1,088 | 2025 |
| #001 | KEESLER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $20.3M | 218 | 2025 |
- #002 · 401(k) · 20251,088
- #001 · Cash balance · 2025218
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KEESLER FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE STOP LOSS- UNITED HEALTH | $2.2M | 765 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE STOP LOSS- UNITED HEALTH · 2025765
Retirement plans
Health & Benefits plans