PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Usalliance Federal Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Usalliance Federal Credit Union

EIN 13-6256810-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$63.2M assets
Health & Benefits
1
$1.1M premiums
Participants
753
411 THEODORE FREMD AVE - RYE, TX 10580914-921-0500
Plans on this EIN
3 filings
#002401(k)-$40.8M - 414 part#001Traditional DB-$22.4M - 56 part#501Fully insured-$1.1M - 477 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $63.2M assets / 470 participants

Assets by plan

Share of aggregate retirement assets

  • CREDIT UNION 401(K) (#002)$40.8M
  • DEFINED BENEFIT PENSION (#001)$22.4M
Total $63.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)414
  • DEFINED BENEFIT PENSION (#001)56
Total 470Select a row to open it

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
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#002

USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$40.8M
Participants414
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

USALLIANCE FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$22.4M
Participants56
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

USALLIANCE FEDERAL CU GROUP HEALTH PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives477
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN401(k)$40.8M4142025
#001USALLIANCE FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLANTraditional DB$22.4M562025
  • USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN$40.8M
    #002 · 401(k) · 2025414
  • USALLIANCE FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN$22.4M
    #001 · Traditional DB · 202556

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501USALLIANCE FEDERAL CU GROUP HEALTH PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M4772025
  • USALLIANCE FEDERAL CU GROUP HEALTH PLAN$1.1M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025477
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica