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Employer · plans filed under one EIN

Communityamerica Federal Credit Union

Lenexa, KS · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$771Mnet assets across plans
4,252participant records2,094 active
$9.3Memployer contributions, latest plan years$4,430 per active record
$811KSchedule C compensation to organisations$190.64 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Communityamerica Federal Credit Union's employer identification number (Lenexa, Kansas). Their latest filings total 4,252 participant records and $771M in net assets.

The largest is Communityamerica Credit Union 401(k) Savings Plan, a 401(k) plan with 2,965 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $9.3M and participant contributions $11.3M in the latest plan years; benefits paid were $111M. Schedule C compensation reported to service provider organisations totalled $811K.

Combined net assets moved from $811M in 2009 to $612M in 2025 (down 25%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Communityamerica Credit Union 401(k) Savings Plan401(k) plan20252,965$612M$206,503$5,396$383K
Unify Financial Federal Credit Union 401(k) Plan401(k) plan2024703$66.5M$94,635$3,661$51K
Unify Financial Credit Union Pension Plandefined benefit pension plan2024584$91.8M$157,204—$377K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $811M2010: $836M2011: $779M2012: $784M2013: $817M2014: $794M2015: $732M2016: $713M2017: $783M2018: $702M2019: $774M2020: $837M2021: $867M2022: $692M2023: $739M2024: $735M2025: $612M$811M$867M$612M200920122016202020242025
Combined net assets
2009: 3,4012010: 3,3762011: 3,4282012: 3,3272013: 3,3872014: 3,7312015: 3,8072016: 4,0452017: 5,2472018: 4,4282019: 4,2482020: 4,4082021: 4,7462022: 4,6292023: 4,5882024: 4,1102025: 2,9653,4015,2472,965200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202512,965$612M$7.6M$7.9M
202434,110$735M$8.7M$10.5M
202334,588$739M$7.1M$10.4M
202234,629$692M$8.2M$10.4M
202134,746$867M$7.9M$9.5M
202034,408$837M$7.4M$8.7M
201934,248$774M$5.0M$7.3M
201834,428$702M$4.9M$6.8M
201735,247$783M$44.5M$6.1M
201634,045$713M$5.7M$5.3M
201533,807$732M$11.7M$5.0M
201433,731$794M$8.1M$4.5M
201333,387$817M$5.3M$4.2M
201233,327$784M$4.7M$3.6M
201133,428$779M$4.0M$3.1M
201033,376$836M$3.9M$2.9M
200933,401$811M$3.0M$2.9M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fid Inst Asset MGMT Trust Co.Investment management1$376,649
Fiducient Advisors LLCConsulting (general)1$132,560
Empower Annuity Insurance CompanyRecordkeeping and information management1$131,767
Empower Advisory Group, LLCInvestment management1$54,313
CBIZ CPAS P.C.Accounting (including auditing)1$39,375
Fid Inv Inst Ops Co.Participant loan processing1$35,047
Thompson Coburn LLPLegal1$25,299
Strategic AdvisorsInvestment advisory (plan)1$15,587

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fid Inst Asset MGMT Trust Co.$377K
Fiducient Advisors LLC$133K
Empower Annuity Insurance Company$132K
Empower Advisory Group, LLC$54K
CBIZ CPAS P.C.$39K
Fid Inv Inst Ops Co.$35K
Thompson Coburn LLP$25K
Strategic Advisors$16K

Questions and answers

How many retirement plans does Communityamerica Federal Credit Union have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Communityamerica Credit Union 401(k) Savings Plan, Unify Financial Federal Credit Union 401(k) Plan and Unify Financial Credit Union Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Communityamerica Federal Credit Union contribute to its plans?

$9,276,432 in employer contributions across these plans in their latest plan years, about $4,430 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fid Inst Asset MGMT Trust Co., Fiducient Advisors LLC, Empower Annuity Insurance Company and Empower Advisory Group, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.