Employee Benefit Funding Trusts: More Benefits. More Fund.
- Targets benefits like health insurance premiums, 401k contributions, pension contributions, sick/vacation time, etc.
- Allows for investment flexibility to match long-term costs to long-term assets
- Includes non-703 investments
- Minimizes total portfolio risk on the balance sheet
- Funds a targeted expense
- Diversifies risk
Past performance does not guarantee future success.
EBFT chart on left – as of 12/31/19
Members Trust products are (1) Not FDIC Insured, (2) No Bank Guarantee, and (3) May Lose Value. Past performance is not indicative of future results; return comparisons are between a composite of MTC Credit Union EBFT returns and the average yield on investments as reported by the NCUA from 2013 to 2019. Composite returns are gross of management fees; offset of benefit costs cited may not be representative of future benefit cost saving.Click to view EBFT FAQs