Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$19.9M
- PLAN AND TRUST (#002)$16.2M
Filings through .
Top hat
University Credit Union
EIN 95-1715669bankingLatest filing 2025
Plans
3
Retirement
2
$36.2M assets
Health & Benefits
1
$1.7M premiums
Participants
407
C/O UNIVERSITY CREDIT UNION, 1500 S SEPULVEDA BLVD - LOS ANGELES, NY 90025321-295-3336ucu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $36.2M assets / 279 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$19.9M
- CUNA MUTUAL$16.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 244 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$124K
- Life$92K
- Short-term disability$92K
- Long-term disability$92K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UNIVERSITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$19.9M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$16.2M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UNIVERSITY CREDIT UNION WRAP PLAN
Fully insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.7M
Covered lives244
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UNIVERSITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $19.9M | 71 | 2025 |
| #002 | UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $16.2M | 208 | 2024 |
- #001 · Cash balance · 202571
- #002 · 401(k) · 2024208
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UNIVERSITY CREDIT UNION WRAP PLAN | Fully insured | CALIFORNIA PHYSICIANS SERVICE | $1.7M | 244 | 2025 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025244
Retirement plans
Health & Benefits plans