Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolioTH
AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION
EIN 87-0216202financial servicesLatest filing 2024
Plans
3
Retirement
2
$742.6M assets
Welfare
1
$5.1M premiums
Participants
10,929
1344 WEST 4675 SOUTH - RIVERDALE, UT 84405801-627-0900americafirst.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $742.6M assets / 7,603 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- (Not disclosed)81%
- MILLIMAN, INC.19%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.1M premiums / 3,326 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Other$2.1M
- Life$2.0M
- Short-term disability$2.0M
- Long-term disability$2.0M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
56%top
- AETNA LIFE INSURANCE COMPANY56%
- UNITED OF OMAHA LIFE INSURANCE COMPANY38%
- EYEMED VISION CARE4%
- INTERMOUNTAIN EMPLOYEE ASSISTANCE PROGRAM2%
- UPMC HEALTH OPTIONS0%
Broker market share
Schedule A broker compensation
82%top
- MORETON & COMPANY82%
- PROFESSIONAL GROUP PLANS INC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERICA FIRST CREDIT UNION PENSION PLAN
TraditionalDB
Assets$599.7M
Participants3,585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$143.0M
Participants4,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
AMERICA FIRST CREDIT UNION WELFARE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$5.1M
Covered lives3,326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICA FIRST CREDIT UNION PENSION PLAN | TraditionalDB | $599.7M | 3,585 | 2024 | |
| 002 | AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | 401k | $143.0M | 4,018 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | AMERICA FIRST CREDIT UNION WELFARE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $5.1M | 3,326 | 2024 |
Retirement plans
Welfare plans