Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PENSION (#001)$125.6M
- PLAN AND TRUST (#002)$50.5M
Filings through .
Top hat
Sunward Federal Credit Union
EIN 85-0113445Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$176.1M assets
Health & Benefits
1
$7.4M premiums
Participants
2,188
3707 JUAN TABO BOULEVARD NE - ALBUQUERQUE, NM 87111505-293-0500
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 / $176.1M assets / 1,605 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.4M premiums / 1,041 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.5M
- Other$479K
- Life$365K
- Dental$346K
- Long-term disability$308K
- Vision$82K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUNWARD FEDERAL CREDIT UNION EMPLOYEES' CASH BALANCE PENSION PLAN
Cash balance
Assets$125.6M
Participants818
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SUNWARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$50.5M
Participants787
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SUNWARD FEDERAL CREDIT UNION WRAPPER PLAN
Mixed - BLUE CROSS BLUE SHIELD OF NEW MEXICO
Premiums$7.4M
Covered lives1,041
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUNWARD FEDERAL CREDIT UNION EMPLOYEES' CASH BALANCE PENSION PLAN | Cash balance | $125.6M | 818 | 2025 |
| #002 | SUNWARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $50.5M | 787 | 2025 |
- #001 · Cash balance · 2025818
- #002 · 401(k) · 2025787
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SUNWARD FEDERAL CREDIT UNION WRAPPER PLAN | Mixed | BLUE CROSS BLUE SHIELD OF NEW MEXICO | $7.4M | 1,041 | 2025 |
- #502 · Mixed · BLUE CROSS BLUE SHIELD OF NEW MEXICO · 20251,041
Retirement plans
Health & Benefits plans