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Sponsor portfolioTH

NEIGHBORS FEDERAL CREDIT UNION

EIN 72-0505488-financial services-Latest filing 2025
Plans
3
Retirement
2
$88.1M assets
Welfare
1
$487K premiums
Participants
709
12529 PERKINS ROAD - BATON ROUGE, LA 70810225-819-5795neighborsfcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001CashBalance-$67.8M - 267 part#002401k-$20.3M - 247 part#501Mixed-$487K - 238 lives

Retirement portfolio analytics

2 plans aggregated / $88.1M assets / 514 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#001)77%
  • PLAN AND TRUST (#002)23%
Total $88.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • (Not disclosed)77%
  • CMFG LIFE INSURANCE COMPANY23%
Total $88.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)267
  • PLAN AND TRUST (#002)247
Total 514Click row to drill in

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
Total $487K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY95%
  • HCC LIFE INSURANCE COMPANY5%
Total $487K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GALLAGHER BENEFIT SERVICES, INC.92%
  • PLANSOURCE BEN ADMINISTRATION INC8%
Total $92K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$67.8M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$20.3M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEIGHBORS FEDERAL CREDIT UNION WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$487K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$67.8M2672024
002NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$20.3M2472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEIGHBORS FEDERAL CREDIT UNION WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$487K2382025
Retirement plans
Welfare plans
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