Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Mutual Federal Credit Union
EIN 64-0333575financial servicesLatest filing 2025
Plans
3
Retirement
2
$17.3M assets
Health & Benefits
1
$1.2M premiums
Participants
311
PO BOX 25, PO BOX 25 - VICKSBURG, MS 39181601-636-7523mutualcu.orgLinkedIn51-200 employeesfinancial services
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 / $17.3M assets / 182 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 129 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$81K
- Vision$81K
- Life$53K
- Other$53K
- Long-term disability$23K
- +1 more
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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#003
MUTUAL FEDERAL CREDIT UNION 401(K) PLAN
401(k)
Assets$9.1M
Participants138
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MUTUAL FEDERAL CREDIT UNION PENSION PLAN AND TRUST
Cash balance
Assets$8.2M
Participants44
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MUTUAL FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives129
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MUTUAL FEDERAL CREDIT UNION 401(K) PLAN | 401(k) | $9.1M | 138 | 2025 |
| #001 | MUTUAL FEDERAL CREDIT UNION PENSION PLAN AND TRUST | Cash balance | $8.2M | 44 | 2025 |
- #003 · 401(k) · 2025138
- #001 · Cash balance · 202544
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MUTUAL FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 129 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025129
Retirement plans
Health & Benefits plans