Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$78.9M
- PLAN AND TRUST (#002)$33.9M
Filings through .
Top hat
Potlatch No 1 Financial Credit Union
EIN 82-0201645Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$112.7M assets
Health & Benefits
1
$505K premiums
Participants
1,185
1025 WARNER AVE - LEWISTON, ID 83501208-746-8900
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 / $112.7M assets / 838 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$78.9M
- CUNA MUTUAL$33.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $505K premiums / 348 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$505K
- Life$394K
- Short-term disability$394K
- Long-term disability$394K
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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#001
POTLATCH NO 1 FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$78.9M
Participants408
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
P1FCU 401(K) PLAN AND TRUST
Profit-sharing
Assets$33.9M
Participants430
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
POTLATCH NO. 1 FINANCIAL CREDIT UNION EMPLOYE BENEFITS PLAN
Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY
Premiums$505K
Covered lives348
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | POTLATCH NO 1 FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $78.9M | 408 | 2025 |
| #002 | P1FCU 401(K) PLAN AND TRUST | Profit-sharing | $33.9M | 430 | 2025 |
- #001 · Cash balance · 2025408
- #002 · Profit-sharing · 2025430
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | POTLATCH NO. 1 FINANCIAL CREDIT UNION EMPLOYE BENEFITS PLAN | Mixed | UNITED HERITAGE LIFE INSURANCE COMPANY | $505K | 348 | 2025 |
- #504 · Mixed · UNITED HERITAGE LIFE INSURANCE COMPANY · 2025348
Retirement plans
Health & Benefits plans