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Sponsor portfolioTH

POTLATCH NO 1 FINANCIAL CREDIT UNION

EIN 82-0201645-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$108.4M assets
Welfare
1
$505K premiums
Participants
1,266
1025 WARNER AVE - LEWISTON, ID 83501208-746-8900
Plans on this EIN
3 filings
#001CashBalance-$78.9M - 408 part#002ProfitSharing-$29.6M - 511 part#504Mixed-$505K - 348 lives

Retirement portfolio analytics

2 plans aggregated / $108.4M assets / 919 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN AND TRUST (#001)73%
  • PLAN AND TRUST (#002)27%
Total $108.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • (Not disclosed)73%
  • CMFG LIFE INSURANCE COMPANY27%
Total $108.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)511
  • PLAN AND TRUST (#001)408
Total 919Click row to drill in

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
Total $505K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITED HERITAGE LIFE INSURANCE COMPANY78%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA22%
Total $505K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ACRISURE LLC58%
  • BRANDON PENKO32%
  • WORKSITE BENEFITS GROUP INC5%
  • BENEFITS BY DESIGN INC4%
  • GABRIEL ANGEL CANALS2%
  • +2 more
Total $58K7 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

POTLATCH NO 1 FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$78.9M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

P1FCU 401(K) PLAN AND TRUST

ProfitSharing

Assets$29.6M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

POTLATCH NO. 1 FINANCIAL CREDIT UNION EMPLOYE BENEFITS PLAN

Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY

Premiums$505K
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001POTLATCH NO 1 FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$78.9M4082025
002P1FCU 401(K) PLAN AND TRUSTProfitSharing$29.6M5112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504POTLATCH NO. 1 FINANCIAL CREDIT UNION EMPLOYE BENEFITS PLANMixedUNITED HERITAGE LIFE INSURANCE COMPANY$505K3482025
Retirement plans
Welfare plans
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