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Sponsor portfolioTH

NUSENDA FEDERAL CREDIT UNION

EIN 85-0105773-banking-Latest filing 2024
Plans
3
Retirement
2
$125.0M assets
Welfare
1
$3.1M premiums
Participants
2,501
4100 PAN AMERICAN FWY NE - ALBUQUERQUE, NM 871988530505-889-7755LinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001CashBalance-$88.4M - 742 part#002401k-$36.6M - 1,143 part#509Fully Insured-$3.1M - 1,261 lives

Retirement portfolio analytics

2 plans aggregated / $125.0M assets / 1,885 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFINED BENEFIT PLAN (#001)71%
  • CREDIT UNION 401(K) (#002)29%
Total $125.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • (Not disclosed)71%
  • CMFG LIFE INSURANCE COMPANY29%
Total $125.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)1,143
  • DEFINED BENEFIT PLAN (#001)742
Total 1,885Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 1,261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Health$1.2M
  • Dental$372K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY40%
  • DELTA DENTAL OF CALIFORNIA12%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NUSENDA FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN

CashBalance

Assets$88.4M
Participants742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NUSENDA FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$36.6M
Participants1,143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

NUSENDA CREDIT UNION FLEXIBLE BENEFITS PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.1M
Covered lives1,261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NUSENDA FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLANCashBalance$88.4M7422024
002NUSENDA FEDERAL CREDIT UNION 401(K) PLAN401k$36.6M1,1432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509NUSENDA CREDIT UNION FLEXIBLE BENEFITS PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$3.1M1,2612024
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