Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$56.2M
- PLAN AND TRUST (#002)$39.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $95.9M assets / 1,276 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $232K premiums / 987 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Mixed - VISION SERVICE PLAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HAPO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $56.2M | 477 | 2025 |
| #002 | HAPO COMMUNITY CREDIT UNION EMPLOYEE INVESTMENT PLAN AND TRUST | 401(k) | $39.7M | 799 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | HAPO COMMUNITY CREDIT UNION LIFE & DISABILITY BENEFITS PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $172K | 485 | 2025 |
| #502 | HAPO COMMUNITY CREDIT UNION HEALTH BENEFITS PLAN | Mixed | VISION SERVICE PLAN | $60K | 502 | 2025 |