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Sponsor portfolioTH

SAIF FEDERAL CREDIT UNION

EIN 72-6020667-financial services-Latest filing 2025
Plans
4
Retirement
3
$130.2M assets
Welfare
1
$266K premiums
Participants
555
700 MAIN STREET - BATON ROUGE, LA 70802225-342-5055lacapfcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001TraditionalDB-$124.0M - 255 part#002401k-$5.1M - 178 part#003TraditionalDB-$1.1M - 2 part#501Mixed-$266K - 161 lives

Retirement portfolio analytics

3 plans aggregated / $130.2M assets / 435 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • FEDERAL CREDIT UNION (#001)95%
  • CREDIT UNION 401(K) (#002)4%
  • PLAN AND TRUST (#003)1%
Total $130.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • (Not disclosed)96%
  • CMFG LIFE INSURANCE COMPANY4%
Total $130.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FEDERAL CREDIT UNION (#001)255
  • CREDIT UNION 401(K) (#002)178
  • PLAN AND TRUST (#003)2
Total 435Click row to drill in

Benefits portfolio analytics

1 plan / $266K premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$266K
  • Vision$266K
  • Life$266K
  • Short-term disability$266K
  • Long-term disability$266K
  • Other$266K
Total $266K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $266K1 slice

Broker market share

Schedule A broker compensation

Split broker
63%top
  • USI INSURANCE SERVICES LLC63%
  • HUB INTERNATIONAL MIDWEST LIMITED37%
Total $48K2 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

RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION

TraditionalDB

Assets$124.0M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LA CAPITOL FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$5.1M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SAIF FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LA CAPITOL FEDERAL CREDIT UNION FLEXIBLE SPENDING PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$266K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNIONTraditionalDB$124.0M2552024
002LA CAPITOL FEDERAL CREDIT UNION 401(K) PLAN401k$5.1M1782024
003SAIF FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$1.1M22025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LA CAPITOL FEDERAL CREDIT UNION FLEXIBLE SPENDING PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$266K1612024
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