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Sponsor portfolioTH

ONPATH FEDERAL CREDIT UNION

EIN 72-0838126-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$24.2M assets
Welfare
2
$331K premiums
Participants
634
3131 N I 10 SERVICE ROAD EAST - MATAIRIE, LA 70002985-653-1746
Plans on this EIN
4 filings
#001401k-$13.0M - 279 part#002401k-$11.1M - 220 part#506Mixed-$327K - 228 lives#507Mixed-$4K - 132 lives

Retirement portfolio analytics

2 plans aggregated / $24.2M assets / 499 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • FEDERAL CREDIT UNION (#001)54%
  • PROFIT SHARING 401(K) (#002)46%
Total $24.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FEDERAL CREDIT UNION (#001)279
  • PROFIT SHARING 401(K) (#002)220
Total 499Click row to drill in

Benefits portfolio analytics

2 plans / $331K premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$243K
  • Life$142K
  • Short-term disability$142K
  • Long-term disability$142K
  • Dental$88K
  • Vision$88K
Total $331K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY43%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA29%
  • BLUE CROSS OF CALIFORNIA27%
  • RECURO HEALTH, INC.1%
Total $331K4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • HUB INTERNATIONAL MIDWEST LIMITED64%
  • BXS INSURANCE INC16%
  • REBECCA N SONGY9%
  • GROUP VOLUNTARY BENEFITS LLC6%
  • JOEY MIGUES2%
  • +2 more
Total $61K7 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

ONPATH FEDERAL CREDIT UNION

401k

Assets$13.0M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ONPATH FEDERAL CREDIT UNION PROFIT SHARING 401(K) PLAN

401k

Assets$11.1M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

ONPATH FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$327K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ONPATH FEDERAL CREDIT UNION TELEMED

Mixed - RECURO HEALTH, INC

Premiums$4K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ONPATH FEDERAL CREDIT UNION401k$13.0M2792024
002ONPATH FEDERAL CREDIT UNION PROFIT SHARING 401(K) PLAN401k$11.1M2202024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506ONPATH FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$327K2282024
507ONPATH FEDERAL CREDIT UNION TELEMEDMixedRECURO HEALTH, INC$4K1322024
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