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Sponsor portfolioTH

DESERT FINANCIAL CREDIT UNION

EIN 86-0096740-financial services-Latest filing 2025
Plans
3
Retirement
2
$163.9M assets
Welfare
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
#003401k-$163.9M - 1,626 part#001CashBalance-$6K - 0 part#501Mixed-$1.1M - 2,770 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#003)100%
  • UNION RETIREMENT PLAN (#001)0%
Total $163.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)1,626
Total 1,626Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY83%
  • DELTA DENTAL OF CALIFORNIA15%
  • COMPSYCH3%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MERCER HEALTH AND BENEFITS, LLC64%
  • LOCKTON COMPANIES, LLC36%
Total $136K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DESERT FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

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

DESERT FINANCIAL CREDIT UNION RETIREMENT PLAN

CashBalance

Assets$6K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DESERT FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,770
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DESERT FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN401k$163.9M1,6262025
001DESERT FINANCIAL CREDIT UNION RETIREMENT PLANCashBalance$6K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DESERT FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.1M2,7702025
Retirement plans
Welfare plans
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