Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$40.6M
- PLAN AND TRUST (#003)$12.8M
Filings through .
Top hat
Capital Educators Federal Credit Union
EIN 82-0212120Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$53.4M assets
Health & Benefits
1
$414K premiums
Participants
939
275 S STRATFORD DR - MERIDIAN, ID 836800570208-884-0150
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 / $53.4M assets / 655 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$40.6M
- CUNA MUTUAL$12.8M
Participants by plan
Active + retired + deferred vested
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
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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
CAPITAL EDUCATORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$40.6M
Participants343
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CAPITAL EDUCATORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$12.8M
Participants312
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CAPITAL EDUCATORS FCU HEALTH & WELFARE BENEFITS PLAN
Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY
Premiums$414K
Covered lives286
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CAPITAL EDUCATORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $40.6M | 343 | 2025 |
| #003 | CAPITAL EDUCATORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $12.8M | 312 | 2025 |
- #002 · Cash balance · 2025343
- #003 · 401(k) · 2025312
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAPITAL EDUCATORS FCU HEALTH & WELFARE BENEFITS PLAN | Mixed | UNITED HERITAGE LIFE INSURANCE COMPANY | $414K | 286 | 2025 |
- #501 · Mixed · UNITED HERITAGE LIFE INSURANCE COMPANY · 2025286
Retirement plans
Health & Benefits plans