PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMMUNITY RESOURCE CREDIT UNION
Sponsor portfolio

COMMUNITY RESOURCE CREDIT UNION

EIN 74-1109927-banking-Latest filing 2025
Plans
3
Retirement
2
$51.8M assets
Welfare
1
$1.8M premiums
Participants
460
3110 ROLLINGCREEK DRIVE - BAYTOWN, TX 77521281-422-3611crcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$35.7M - 151 part#002401k-$16.1M - 212 part#501Fully Insured-$1.8M - 228 lives

Retirement portfolio analytics

2 plans aggregated / $51.8M assets / 363 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CREDIT UNION PENSION (#001)69%
  • CREDIT UNION 401(K) (#002)31%
Total $51.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)212
  • CREDIT UNION PENSION (#001)151
Total 363Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
Total $1.8M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $65K1 slice

Plan deep-dives

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

COMMUNITY RESOURCE CREDIT UNION PENSION PLAN

TraditionalDB

Assets$35.7M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN

401k

Assets$16.1M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY RESOURCE CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.8M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY RESOURCE CREDIT UNION PENSION PLANTraditionalDB$35.7M1512024
002COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN401k$16.1M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY RESOURCE CREDIT UNION WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.8M2282025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica