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Sponsor portfolioTH

EFCU FINANCIAL FEDERAL CREDIT UNION

EIN 72-0433727-Latest filing 2025
Plans
3
Retirement
2
$16.7M assets
Welfare
1
$340K premiums
Participants
342
10719 AIRLINE HIGHWAY - BATON ROUGE, LA 70816225-214-6807
Plans on this EIN
3 filings
#033401k-$11.9M - 147 part#001CashBalance-$4.8M - 53 part#501Mixed-$340K - 142 lives

Retirement portfolio analytics

2 plans aggregated / $16.7M assets / 200 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CREDIT UNION 401(K) (#033)71%
  • PLAN AND TRUST (#001)29%
Total $16.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • CMFG LIFE INSURANCE COMPANY71%
  • (Not disclosed)29%
Total $16.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#033)147
  • PLAN AND TRUST (#001)53
Total 200Click row to drill in

Benefits portfolio analytics

1 plan / $340K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$235K
  • Life$218K
  • Short-term disability$127K
  • Long-term disability$127K
  • Dental$105K
  • Vision$105K
Total $340K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA37%
  • HUMANA INSURANCE COMPANY31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • HCC LIFE INSURANCE COMPANY5%
Total $340K4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • GALLAGHER BENEFIT SERVICES, INC.77%
  • R&W SOLUTIONS LLC9%
  • GROUP VOLUNTARY BENEFITS LLC5%
  • AXA ASSISTANCE, USA4%
  • JOEY MIGUES2%
  • +3 more
Total $56K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

EFCU FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$11.9M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EFCU FINANCIAL FEDERAL CREDIT UNION CASH BALANCE AND DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$4.8M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EFCU HEALTH AND WELFARE PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$340K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
033EFCU FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN401k$11.9M1472024
001EFCU FINANCIAL FEDERAL CREDIT UNION CASH BALANCE AND DEFINED BENEFIT PLAN AND TRUSTCashBalance$4.8M532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EFCU HEALTH AND WELFARE PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$340K1422025
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