Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#004)$18.7M
Filings through .
Sandia Area Federal Credit Union
EIN 85-0128861bankingLatest filing 2025
Plans
3
Retirement
2
$25.5M assets
Health & Benefits
1
$1.3M premiums
Participants
583
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 / $25.5M assets / 389 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$18.7M
- CUNA MUTUAL$6.8M
Participants by plan
Active + retired + deferred vested
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
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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#004
SANDIA AREA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$18.7M
Participants174
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.8M
Participants215
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SANDIA AREA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $18.7M | 174 | 2025 |
| #003 | SANDIA AREA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | 401(k) | $6.8M | 215 | 2025 |
- #004 · Traditional DB · 2025174
- #003 · 401(k) · 2025215
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SANDIA AREA FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF NEW MEXICO | $1.3M | 210 | 2025 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF NEW MEXICO · 2025210
Retirement plans
Health & Benefits plans