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Sponsor portfolioTH

TUCSON FEDERAL CREDIT UNION

EIN 86-0098798-financial services-Latest filing 2025
Plans
3
Retirement
2
$35.5M assets
Welfare
1
$227K premiums
Participants
491
1160 N WINSTEL BLVD - TUCSON, AZ 857164023520-795-8520tucsonfcu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$27.8M - 184 part#002401k-$7.6M - 178 part#501Mixed-$227K - 168 lives

Retirement portfolio analytics

2 plans aggregated / $35.5M assets / 362 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLAN AND TRUST (#001)79%
  • CREDIT UNION 401(K) (#002)21%
Total $35.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)184
  • CREDIT UNION 401(K) (#002)178
Total 362Click row to drill in

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
Total $227K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY61%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY30%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $227K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TUCSON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$27.8M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

TUCSON FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$7.6M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TUCSON FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$227K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TUCSON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$27.8M1842024
002TUCSON FEDERAL CREDIT UNION 401(K) PLAN401k$7.6M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TUCSON FEDERAL CREDIT UNION WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$227K1682025
Retirement plans
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