Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$67.8M
- PLAN AND TRUST (#002)$20.3M
Filings through .
Top hat
Neighbors Federal Credit Union
EIN 72-0505488financial servicesLatest filing 2025
Plans
3
Retirement
2
$88.1M assets
Health & Benefits
1
$487K premiums
Participants
709
12529 PERKINS ROAD - BATON ROUGE, LA 70810225-819-5795neighborsfcu.orgLinkedIn201-500 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 / $88.1M assets / 514 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$67.8M
- CUNA MUTUAL$20.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $487K premiums / 238 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$178K
- Dental$160K
- Life$125K
- Long-term disability$86K
- Short-term disability$44K
- Vision$19K
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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#001
NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$67.8M
Participants267
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$20.3M
Participants247
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NEIGHBORS FEDERAL CREDIT UNION WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$487K
Covered lives238
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $67.8M | 267 | 2024 |
| #002 | NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $20.3M | 247 | 2024 |
- #001 · Cash balance · 2024267
- #002 · 401(k) · 2024247
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NEIGHBORS FEDERAL CREDIT UNION WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $487K | 238 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025238
Retirement plans
Health & Benefits plans