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Sponsor portfolio

SANDIA AREA FEDERAL CREDIT UNION

EIN 85-0128861-banking-Latest filing 2025
Plans
3
Retirement
2
$22.4M assets
Welfare
1
$1.3M premiums
Participants
574
8000 PALOMAS AVE NE - ALBUQUERQUE, NM 87109505-256-6033sandia.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#004TraditionalDB-$15.9M - 166 part#003401k-$6.5M - 214 part#501Fully Insured-$1.3M - 210 lives

Retirement portfolio analytics

2 plans aggregated / $22.4M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#004)71%
  • PROFIT SHARING PLAN (#003)29%
Total $22.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • (Not disclosed)71%
  • CMFG LIFE INSURANCE COMPANY29%
Total $22.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)214
  • PLAN AND TRUST (#004)166
Total 380Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$110K
  • Short-term disability$110K
  • Long-term disability$110K
  • Other$110K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • SYMETRA LIFE INSURANCE COMPANY8%
  • UNITED CONCORDIA INSURANCE COMPANY7%
  • VISION SERVICE PLAN2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $68K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SANDIA AREA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$15.9M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$6.5M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SANDIA AREA FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NEW MEXICO

Premiums$1.3M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SANDIA AREA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$15.9M1662024
003SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN401k$6.5M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SANDIA AREA FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NEW MEXICO$1.3M2102025
Retirement plans
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