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  1. Companies/
  2. Desert Financial Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Desert Financial Credit Union

EIN 86-0096740-financial services-Latest filing 2025
Plans
3
Retirement
2
$163.9M assets
Health & Benefits
1
$1.1M premiums
Participants
3,038
148 NORTH 48TH STREET - PHOENIX, AZ 85034602-335-6150desertfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#003401(k)-$163.9M - 1,626 part#001Cash balance-$6K - 0 part#501Mixed-$1.1M - 2,770 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $163.9M assets / 1,626 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#003)$163.9M
  • UNION RETIREMENT PLAN (#001)$6K
Total $163.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)1,626
Total 1,626Select a row to open it

Benefits portfolio analytics

1 plan / $1.1M premiums / 2,770 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$348K
  • Life$327K
  • Long-term disability$253K
  • Vision$169K
  • Short-term disability$144K
Total $1.1M5 rows
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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#003

DESERT FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401(k)

Assets$163.9M
Participants1,626
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

DESERT FINANCIAL CREDIT UNION RETIREMENT PLAN

Cash balance

Assets$6K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DESERT FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,770
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003DESERT FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN401(k)$163.9M1,6262025
#001DESERT FINANCIAL CREDIT UNION RETIREMENT PLANCash balance$6K02024
  • DESERT FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN$163.9M
    #003 · 401(k) · 20251,626
  • DESERT FINANCIAL CREDIT UNION RETIREMENT PLAN$6K
    #001 · Cash balance · 20240

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DESERT FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.1M2,7702025
  • DESERT FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLAN$1.1M
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20252,770
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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