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Sponsor portfolioTH

RAIZ FEDERAL CREDIT UNION

EIN 74-1110254-financial services-Latest filing 2025
Plans
3
Retirement
1
$18.4M assets
Welfare
2
$3.1M premiums
Participants
744
12020 ROJAS DRIVE - EL PASO, TX 79936915-926-2575raiz.usLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$18.4M - 322 part#505Fully Insured-$3.0M - 377 lives#502Fully Insured-$23K - 337 lives

Benefits portfolio analytics

2 plans / $3.1M premiums / 714 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Life$175K
  • Short-term disability$175K
  • Long-term disability$175K
  • Other$175K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • SUPERIOR VISION PLAN OF TEXAS1%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $170K1 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

RAIZ FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$18.4M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TFCU WRAP BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.0M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP HEALTH INSURANCE PLAN

Fully Insured - SUPERIOR VISION PLAN OF TEXAS

Premiums$23K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RAIZ FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$18.4M3222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TFCU WRAP BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.0M3772025
502GROUP HEALTH INSURANCE PLANFully InsuredSUPERIOR VISION PLAN OF TEXAS$23K3372025
Retirement plans
Welfare plans
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