Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Whitefish Credit Union Association
EIN 81-0208730bankingLatest filing 2025
Plans
3
Retirement
2
$24.2M assets
Health & Benefits
1
$212K premiums
Participants
775
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 / $24.2M assets / 553 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CUNA MUTUAL$24.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $212K premiums / 218 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$81K
- Long-term disability$70K
- Life$61K
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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#002
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN
401(k)
Assets$14.0M
Participants289
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN
Money purchase
Assets$10.2M
Participants264
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
WHITEFISH CREDIT UNION EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$212K
Covered lives218
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN | 401(k) | $14.0M | 289 | 2025 |
| #001 | WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN | Money purchase | $10.2M | 264 | 2025 |
- #002 · 401(k) · 2025289
- #001 · Money purchase · 2025264
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | WHITEFISH CREDIT UNION EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $212K | 218 | 2025 |
- #510 · Mixed · STANDARD INSURANCE COMPANY · 2025218
Retirement plans
Health & Benefits plans