Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$28.5M
Filings through .
Top hat
Pima Federal Credit Union
EIN 86-0124950bankingLatest filing 2025
Plans
3
Retirement
2
$37.8M assets
Health & Benefits
1
$1.5M premiums
Participants
578
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 / $37.8M assets / 385 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$28.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 295 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$99K
- Other$67K
- Life$54K
- Long-term disability$34K
- Short-term disability$29K
- +1 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PIMA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$28.5M
Participants197
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$9.3M
Participants188
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
PIMA FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives295
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PIMA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $28.5M | 197 | 2025 |
| #003 | PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $9.3M | 188 | 2025 |
- #001 · Traditional DB · 2025197
- #003 · 401(k) · 2025188
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | PIMA FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.5M | 295 | 2025 |
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025295
Retirement plans
Health & Benefits plans