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Sponsor portfolioTH

FIRSTMARK CREDIT UNION

EIN 74-0879805-financial services-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$2.4M premiums
Participants
514
2023 GOLD CANYON DRIVE - SAN ANTONIO, TX 78232210-442-0158firstmarkcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#033401k-$19.2M - 278 part#501Fully Insured-$2.4M - 392 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Prescription drug$2.2M
  • Other$176K
  • Life$176K
  • Short-term disability$176K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • HARTFORD LIFE AND ACCIDENT7%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $145K1 slice

Plan deep-dives

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

FIRSTMARK CREDIT UNION 401(K) PLAN

401k

Assets$19.2M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRSTMARK CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF TEXAS

Premiums$2.4M
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
033FIRSTMARK CREDIT UNION 401(K) PLAN401k$19.2M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRSTMARK CREDIT UNION HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF TEXAS$2.4M3922025
Retirement plans
Welfare plans
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