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Sponsor portfolioTH

PIMA FEDERAL CREDIT UNION

EIN 86-0124950-banking-Latest filing 2024
Plans
3
Retirement
2
$33.0M assets
Welfare
1
$433K premiums
Participants
539
6850 N ORACLE RD - TUCSON, AZ 857044223520-887-5010pimafederal.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$25.8M - 156 part#003401k-$7.1M - 150 part#502Fully Insured-$433K - 239 lives

Retirement portfolio analytics

2 plans aggregated / $33.0M assets / 306 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN AND TRUST (#001)78%
  • PLAN AND TRUST (#003)22%
Total $33.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • CPI QUALIFIED PLAN CONSULTANTS, INC22%
Total $33.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)156
  • PLAN AND TRUST (#003)150
Total 306Click row to drill in

Benefits portfolio analytics

1 plan / $433K premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$225K
  • Dental$86K
  • Other$51K
  • Life$46K
  • Short-term disability$30K
  • Long-term disability$27K
  • +1 more
Total $433K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY25%
  • UNITED CONCORDIA INSURANCE COMPANY20%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $433K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $43K1 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

PIMA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$25.8M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$7.1M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PIMA FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$433K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PIMA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$25.8M1562024
003PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$7.1M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PIMA FEDERAL CREDIT UNION WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$433K2392024
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