Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EDUCATION FIRST FEDERAL CREDIT UNION
EIN 74-1186856bankingLatest filing 2025
Plans
3
Retirement
2
$37.9M assets
Welfare
1
Participants
348
7025 EASTEX FWY - BEAUMONT, TX 77706409-896-8567educationfirstfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $37.9M assets / 231 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
75%top
- (Not disclosed)75%
- CMFG LIFE INSURANCE COMPANY25%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EDUCATION FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$28.4M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EDUCATION FIRST F.C.U. EMPLOYEES SAVINGS PLAN
401k
Assets$9.4M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#503
EDUCATION FIRST FEDERAL CREDIT UNION HEALTH REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDUCATION FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $28.4M | 79 | 2025 | |
| 002 | EDUCATION FIRST F.C.U. EMPLOYEES SAVINGS PLAN | 401k | $9.4M | 152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | EDUCATION FIRST FEDERAL CREDIT UNION HEALTH REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans