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Sponsor portfolioTH

SMART FINANCIAL CREDIT UNION

EIN 74-0695355-financial services-Latest filing 2024
Plans
3
Retirement
2
$73.4M assets
Welfare
1
$2.1M premiums
Participants
737
6051 NORTH COURSE DR., STE. 100 - HOUSTON, TX 77072713-407-1880smartcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#004TraditionalDB-$52.0M - 289 part#003401k-$21.4M - 261 part#501Fully Insured-$2.1M - 422 lives

Retirement portfolio analytics

2 plans aggregated / $73.4M assets / 550 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • UNION EMPLOYEES PENSION (#004)71%
  • CREDIT UNION 401(K) (#003)29%
Total $73.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES PENSION (#004)289
  • CREDIT UNION 401(K) (#003)261
Total 550Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Vision$1.9M
  • Prescription drug$1.9M
  • Life$142K
  • Short-term disability$142K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SMART FINANCIAL CREDIT UNION EMPLOYEES PENSION PLAN

TraditionalDB

Assets$52.0M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SMART FINANCIAL CREDIT UNION 401(K) PLAN

401k

Assets$21.4M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMART FINANCIAL CREDIT UNION GROUP HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SMART FINANCIAL CREDIT UNION EMPLOYEES PENSION PLANTraditionalDB$52.0M2892024
003SMART FINANCIAL CREDIT UNION 401(K) PLAN401k$21.4M2612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMART FINANCIAL CREDIT UNION GROUP HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M4222024
Retirement plans
Welfare plans
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