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  • Retirement analytics
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Filings through Oct 24, 2026.

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Generations Community Federal Credit Union

EIN 74-1117333-banking-Latest filing 2025
Plans
3
Retirement
2
$45.1M assets
Health & Benefits
1
$282K premiums
Participants
700
1100 NW LOOP 410,, SUITE 800 - CASTLE HILLS, TX 78213210-554-3506LinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#022Traditional DB-$30.6M - 298 part#001401(k)-$14.5M - 233 part#501Mixed-$282K - 376 lives

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

Retirement portfolio analytics

2 plans aggregated / $45.1M assets / 531 participants

Assets by plan

Share of aggregate retirement assets

  • UNION RETIREMENT PENSION (#022)$30.6M
  • CREDIT UNION 401(K) (#001)$14.5M
Total $45.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PENSION (#022)298
  • CREDIT UNION 401(K) (#001)233
Total 531Select a row to open it

Benefits portfolio analytics

1 plan / $282K premiums / 376 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$169K
  • Life$115K
  • Short-term disability$115K
  • Long-term disability$115K
  • Dental$113K
  • Vision$104K
Total $282K6 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#022

GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

Traditional DB

Assets$30.6M
Participants298
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$14.5M
Participants233
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GENERATIONS COMMUNITY FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$282K
Covered lives376
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#022GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLANTraditional DB$30.6M2982025
#001GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN401(k)$14.5M2332025
  • GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN$30.6M
    #022 · Traditional DB · 2025298
  • GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN$14.5M
    #001 · 401(k) · 2025233

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GENERATIONS COMMUNITY FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$282K3762025
  • GENERATIONS COMMUNITY FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN$282K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025376
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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