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Sponsor portfolioTH

CAPITAL EDUCATORS FEDERAL CREDIT UNION

EIN 82-0212120-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$51.1M assets
Welfare
1
$414K premiums
Participants
945
275 S STRATFORD DR - MERIDIAN, ID 83642208-884-0150
Plans on this EIN
3 filings
#002CashBalance-$40.6M - 343 part#003401k-$10.6M - 318 part#501Mixed-$414K - 286 lives

Retirement portfolio analytics

2 plans aggregated / $51.1M assets / 661 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLAN AND TRUST (#002)79%
  • PLAN AND TRUST (#003)21%
Total $51.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • (Not disclosed)79%
  • CMFG LIFE INSURANCE COMPANY21%
Total $51.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)343
  • PLAN AND TRUST (#003)318
Total 661Click row to drill in

Benefits portfolio analytics

1 plan / $414K premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$203K
  • Other$129K
  • Life$72K
  • Long-term disability$45K
  • Dental$44K
  • Vision$39K
Total $414K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED HERITAGE LIFE INSURANCE COMPANY58%
  • AFLAC19%
  • BLUE CROSS OF CALIFORNIA11%
  • AMERITAS LIFE INSURANCE CORP.9%
  • BPA HEALTH3%
Total $414K5 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • SHELLI STAYNER49%
  • THE PARTNERS GROUP30%
  • JANIN ELIZABETH CAMPBELL14%
  • HOLLY HALL6%
  • SIMON E TAUTALA2%
  • +1 more
Total $54K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAPITAL EDUCATORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$40.6M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CAPITAL EDUCATORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$10.6M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPITAL EDUCATORS FCU HEALTH & WELFARE BENEFITS PLAN

Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY

Premiums$414K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAPITAL EDUCATORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$40.6M3432025
003CAPITAL EDUCATORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$10.6M3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPITAL EDUCATORS FCU HEALTH & WELFARE BENEFITS PLANMixedUNITED HERITAGE LIFE INSURANCE COMPANY$414K2862025
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