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Sponsor portfolioTH

USALLIANCE FEDERAL CREDIT UNION

EIN 13-6256810-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$57.8M assets
Welfare
1
$1.1M premiums
Participants
763
411 THEODORE FREMD AVE - RYE, TX 10580914-921-0500
Plans on this EIN
3 filings
#002401k-$35.4M - 424 part#001TraditionalDB-$22.4M - 56 part#501Fully Insured-$1.1M - 477 lives

Retirement portfolio analytics

2 plans aggregated / $57.8M assets / 480 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CREDIT UNION 401(K) (#002)61%
  • DEFINED BENEFIT PENSION (#001)39%
Total $57.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)424
  • DEFINED BENEFIT PENSION (#001)56
Total 480Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 477 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$859K
  • Dental$859K
  • Short-term disability$65K
  • Life$64K
  • Other$45K
  • Long-term disability$42K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA16%
  • SHELTERPOINT LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • THE NIA GROUP9%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $100K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$35.4M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

USALLIANCE FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$22.4M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

USALLIANCE FEDERAL CU GROUP HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN401k$35.4M4242024
001USALLIANCE FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLANTraditionalDB$22.4M562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501USALLIANCE FEDERAL CU GROUP HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M4772025
Retirement plans
Welfare plans
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