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Sponsor portfolio

CYPRUS FEDERAL CREDIT UNION

EIN 87-0127320-financial services-Latest filing 2024
Plans
4
Retirement
2
$63.1M assets
Welfare
2
$4.0M premiums
Participants
1,278
3876 W CENTER VIEW WAY - WEST JORDAN, UT 840846512801-260-7600cypruscu.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
4 filings
#001CashBalance-$39.6M - 499 part#002401k-$23.4M - 523 part#503Fully Insured-$3.8M - 584 lives#502Fully Insured-$203K - 431 lives

Retirement portfolio analytics

2 plans aggregated / $63.1M assets / 1,022 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#001)63%
  • PLAN AND TRUST (#002)37%
Total $63.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • CMFG LIFE INSURANCE COMPANY37%
Total $63.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)523
  • PLAN AND TRUST (#001)499
Total 1,022Click row to drill in

Benefits portfolio analytics

2 plans / $4.0M premiums / 1,015 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$215K
  • Life$203K
  • Short-term disability$203K
  • Long-term disability$203K
  • Vision$45K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • EDUCATOR MUTUAL LIFE, ACCIDENT AND HEALTH, INC89%
  • EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC5%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PCF INSURANCE SERVICES OF THE WEST100%
Total $181K1 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

CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$39.6M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CYPRUS FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$23.4M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GROUP HEALTH PLAN

Fully Insured - EDUCATOR MUTUAL LIFE, ACCIDENT AND HEALTH, INC

Premiums$3.8M
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LIFE AND LONG TERM DISABILITY INSURANCE PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$203K
Covered lives431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$39.6M4992024
002CYPRUS FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST401k$23.4M5232024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GROUP HEALTH PLANFully InsuredEDUCATOR MUTUAL LIFE, ACCIDENT AND HEALTH, INC$3.8M5842024
502GROUP LIFE AND LONG TERM DISABILITY INSURANCE PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$203K4312024
Retirement plans
Welfare plans
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