PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SUNWARD FEDERAL CREDIT UNION
Sponsor portfolioTH

SUNWARD FEDERAL CREDIT UNION

EIN 85-0113445-Latest filing 2025
Plans
3
Retirement
2
$156.0M assets
Welfare
1
$7.4M premiums
Participants
2,012
3707 JUAN TABO BLVD NE - ALBUQUERQUE, NM 87111505-237-7656
Plans on this EIN
3 filings
#001CashBalance-$110.8M - 752 part#002401k-$45.2M - 677 part#502Mixed-$7.4M - 1,041 lives

Retirement portfolio analytics

2 plans aggregated / $156.0M assets / 1,429 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PENSION (#001)71%
  • PLAN AND TRUST (#002)29%
Total $156.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • (Not disclosed)71%
  • CMFG LIFE INSURANCE COMPANY29%
Total $156.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#001)752
  • PLAN AND TRUST (#002)677
Total 1,429Click row to drill in

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
Total $7.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • BLUE CROSS OF CALIFORNIA45%
  • PRESBYTERIAN HEALTH PLAN INC.43%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • +2 more
Total $7.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • NOAH OROPEZA8%
Total $302K2 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

SUNWARD FEDERAL CREDIT UNION EMPLOYEES' CASH BALANCE PENSION PLAN

CashBalance

Assets$110.8M
Participants752
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUNWARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$45.2M
Participants677
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUNWARD FEDERAL CREDIT UNION WRAPPER PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NEW MEXICO

Premiums$7.4M
Covered lives1,041
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUNWARD FEDERAL CREDIT UNION EMPLOYEES' CASH BALANCE PENSION PLANCashBalance$110.8M7522024
002SUNWARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$45.2M6772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUNWARD FEDERAL CREDIT UNION WRAPPER PLANMixedBLUE CROSS BLUE SHIELD OF NEW MEXICO$7.4M1,0412025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica