Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$589K
- Short-term disability$589K
- Other$589K
- Long-term disability$578K
- Vision$67K
Sponsor portfolioTH
ARIZONA FINANCIAL CREDIT UNION BENEFIT PLAN
EIN 86-0101004bankingLatest filing 2025
Plans
2
Retirement
1
$66.7M assets
Welfare
1
$656K premiums
Participants
1,577
PO BOX 60070, 333 NORTH 44TH STREET - PHOENIX, AZ 850820070602-683-1070arizonafinancial.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $656K premiums / 1,243 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- SUN LIFE ASSURANCE COMPANY OF CANADA88%
- AVESIS INSURANCE INCORPORATED10%
- AFLAC2%
Broker market share
Schedule A broker compensation
98%top
- GBS ARIZONA INC98%
- ARIZONA FEDERAL INS SOLUTIONS LLC0%
- GLORIA GUERRA0%
- SHAWN HOLTORF0%
- HEATHER B WILLIAMS0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
ARIZONA FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$66.7M
Participants917
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AFCU WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$656K
Covered lives1,243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | ARIZONA FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $66.7M | 917 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AFCU WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $656K | 1,243 | 2025 |
Retirement plans
Welfare plans