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  2. Credit Human Federal Credit Union
  • Retirement analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Credit Human Federal Credit Union

EIN 74-0956027-Finance and Insurance-Latest filing 2025
Plans
7
Retirement
2
$237.0M assets
Health & Benefits
5
$1.6M premiums
Participants
5,905
1703 BROADWAY ST. - SAN ANTONIO, TX 78215210-258-1309
Plans on this EIN
7 filings
#001Cash balance-$197.8M - 1,307 part#002401(k)-$39.2M - 939 part#504Fully insured-$639K - 1,675 lives#503Mixed-$518K - 1,014 lives#501Mixed-$215K - 453 lives#502Fully insured-$169K - 824 lives#505Fully insured-$95K - 1,213 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $237.0M assets / 2,246 participants

Assets by plan

Share of aggregate retirement assets

  • FEDERAL CREDIT UNION (#001)$197.8M
  • CREDIT UNION 401(K) (#002)$39.2M
Total $237.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$197.8M
  • MILLIMAN, INC.$39.2M
Total $237.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FEDERAL CREDIT UNION (#001)1,307
  • CREDIT UNION 401(K) (#002)939
Total 2,246Select a row to open it

Benefits portfolio analytics

5 plans / $1.6M premiums / 5,179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$901K
  • Dental$639K
  • Life$518K
  • Short-term disability$256K
  • Long-term disability$169K
  • Vision$95K
Total $1.6M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF CREDIT HUMAN FEDERAL CREDIT UNION

Cash balance

Assets$197.8M
Participants1,307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CREDIT HUMAN FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$39.2M
Participants939
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

GROUP DENTAL

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$639K
Covered lives1,675
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

GROUP LIFE AND AD&D

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$518K
Covered lives1,014
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

GROUP MEDICAL

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$215K
Covered lives453
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

GROUP LONG TERM DISABILITY

Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$169K
Covered lives824
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

GROUP VISION

Fully insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$95K
Covered lives1,213
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF CREDIT HUMAN FEDERAL CREDIT UNIONCash balance$197.8M1,3072025
#002CREDIT HUMAN FEDERAL CREDIT UNION 401(K) PLAN401(k)$39.2M9392025
  • RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF CREDIT HUMAN FEDERAL CREDIT UNION$197.8M
    #001 · Cash balance · 20251,307
  • CREDIT HUMAN FEDERAL CREDIT UNION 401(K) PLAN$39.2M
    #002 · 401(k) · 2025939

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504GROUP DENTALFully insuredAETNA LIFE INSURANCE COMPANY$639K1,6752025
#503GROUP LIFE AND AD&DMixedMETROPOLITAN LIFE INSURANCE COMPANY$518K1,0142025
#501GROUP MEDICALMixedMETROPOLITAN LIFE INSURANCE COMPANY$215K4532025
#502GROUP LONG TERM DISABILITYFully insuredRELIANCE STANDARD LIFE INSURANCE COMPANY$169K8242025
#505GROUP VISIONFully insuredFIDELITY SECURITY LIFE INSURANCE COMPANY$95K1,2132025
  • GROUP DENTAL$639K
    #504 · Fully insured · AETNA LIFE INSURANCE COMPANY · 20251,675
  • GROUP LIFE AND AD&D$518K
    #503 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20251,014
  • GROUP MEDICAL$215K
    #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025453
  • GROUP LONG TERM DISABILITY$169K
    #502 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025824
  • GROUP VISION$95K
    #505 · Fully insured · FIDELITY SECURITY LIFE INSURANCE COMPANY · 20251,213
Retirement plans
Health & Benefits plans

On this page

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