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Sponsor portfolioTH

CREDIT HUMAN FEDERAL CREDIT UNION

EIN 74-0956027-Latest filing 2025
Plans
7
Retirement
2
$215.5M assets
Welfare
5
$1.6M premiums
Participants
5,853
1703 BROADWAY STREET - SAN ANTONIO, TX 78215210-258-1414
Plans on this EIN
7 filings
#001CashBalance-$181.2M - 1,263 part#002401k-$34.3M - 931 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

Retirement portfolio analytics

2 plans aggregated / $215.5M assets / 2,194 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • FEDERAL CREDIT UNION (#001)84%
  • CREDIT UNION 401(K) (#002)16%
Total $215.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • (Not disclosed)84%
  • MILLIMAN, INC.16%
Total $215.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FEDERAL CREDIT UNION (#001)1,263
  • CREDIT UNION 401(K) (#002)931
Total 2,194Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • AETNA LIFE INSURANCE COMPANY39%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY24%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LOCKTON COMPANIES, LLC86%
  • GALLAGHER BENEFIT SERVICES, INC.5%
  • CENTERSTONE INSURANCE AND FINANCIAL3%
  • OLDHAM C. WEEKS3%
  • JOSEPH D. CONLEY2%
  • +1 more
Total $193K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

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

CashBalance

Assets$181.2M
Participants1,263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CREDIT HUMAN FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$34.3M
Participants931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GROUP DENTAL

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$639K
Covered lives1,675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP LIFE AND AD&D

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$518K
Covered lives1,014
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP MEDICAL

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$215K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LONG TERM DISABILITY

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$169K
Covered lives824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

GROUP VISION

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$95K
Covered lives1,213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF CREDIT HUMAN FEDERAL CREDIT UNIONCashBalance$181.2M1,2632024
002CREDIT HUMAN FEDERAL CREDIT UNION 401(K) PLAN401k$34.3M9312024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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