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Sponsor portfolioTH

RAVE FINANCIAL CREDIT UNION

EIN 74-1115584-Latest filing 2025
Plans
2
Retirement
1
$23.4M assets
Welfare
1
$3.1M premiums
Participants
634
1810 NORTH MAJOR DRIVE - BEAUMONT, TX 77713409-924-5132
Plans on this EIN
2 filings
#002401k-$23.4M - 366 part#501Mixed-$3.1M - 366 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Life$260K
  • Other$260K
  • Vision$211K
  • Short-term disability$211K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • STANDARD INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • THOMAS E. BRANDA0%
  • ACCESS BENEFIT SOLUTIONS LLC0%
  • SUSAN B STEELE0%
  • DARIN POTTS0%
  • +2 more
Total $270K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RAVE FINANCIAL 401(K) PROFIT SHARING PLAN

401k

Assets$23.4M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RAVE FINANCIAL CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.1M
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002RAVE FINANCIAL 401(K) PROFIT SHARING PLAN401k$23.4M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RAVE FINANCIAL CREDIT UNION HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF TEXAS$3.1M3662025
Retirement plans
Welfare plans
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