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Sponsor portfolioTH

GTE FEDERAL CREDIT UNION

EIN 59-0642956-financial services-Latest filing 2024
Plans
3
Retirement
2
$70.6M assets
Welfare
1
$570K premiums
Participants
1,450
711 E HENDERSON AVE - TAMPA, FL 336022509813-871-2690LinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#033401k-$61.3M - 664 part#001TraditionalDB-$9.3M - 254 part#501Mixed-$570K - 956 lives

Retirement portfolio analytics

2 plans aggregated / $70.6M assets / 918 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 401(K) RETIREMENT PLAN (#033)87%
  • DEFINED BENEFIT PLAN (#001)13%
Total $70.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#033)664
  • DEFINED BENEFIT PLAN (#001)254
Total 918Click row to drill in

Benefits portfolio analytics

1 plan / $570K premiums / 956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$264K
  • Long-term disability$264K
  • Other$264K
  • Dental$261K
  • Vision$45K
Total $570K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • RELIASTAR LIFE INSURANCE COMPANY46%
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • EYEMED VISION CARE8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $570K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • GALLAGHER BENEFIT SERVICES, INC.93%
  • SHIRLEY B DRAKE2%
  • TERRY B DRAKE2%
  • AON CONSULTING INC1%
  • JOHN A HAWLEY1%
  • +3 more
Total $32K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$61.3M
Participants664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GTE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$9.3M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GTE FEDERAL CREDIT UNION DBA GTE FINANCIAL WELFARE BENEFITS PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$570K
Covered lives956
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
033GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN401k$61.3M6642024
001GTE FEDERAL CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$9.3M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GTE FEDERAL CREDIT UNION DBA GTE FINANCIAL WELFARE BENEFITS PLANMixedRELIASTAR LIFE INSURANCE COMPANY$570K9562024
Retirement plans
Welfare plans
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