Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$29.9M
Filings through .
Top hat
Tucson Federal Credit Union
EIN 86-0098798financial servicesLatest filing 2025
Plans
3
Retirement
2
$38.8M assets
Health & Benefits
1
$227K premiums
Participants
493
1160 N WINSTEL BLVD - TUCSON, AZ 857164023520-795-8520tucsonfcu.comLinkedIn51-200 employeesfinancial services
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 / $38.8M assets / 364 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $227K premiums / 168 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$138K
- Short-term disability$138K
- Long-term disability$138K
- Other$138K
- Dental$68K
- Vision$21K
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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#001
TUCSON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$29.9M
Participants174
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TUCSON FEDERAL CREDIT UNION 401(K) PLAN
401(k)
Assets$8.9M
Participants190
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TUCSON FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$227K
Covered lives168
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TUCSON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $29.9M | 174 | 2025 |
| #002 | TUCSON FEDERAL CREDIT UNION 401(K) PLAN | 401(k) | $8.9M | 190 | 2025 |
- #001 · Traditional DB · 2025174
- #002 · 401(k) · 2025190
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TUCSON FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $227K | 168 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025168
Retirement plans
Health & Benefits plans