Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ProfitSharing
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREDIT UNION 1 PROFIT SHARING/401(K) PLAN | 401k | $34.0M | 447 | 2024 | |
| 003 | CREDIT UNION 1 SUPPLEMENTAL RETIREMENT PLAN | ProfitSharing | $1.7M | 24 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CREDIT UNION 1 HEALTH BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $219K | 498 | 2025 |