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Sponsor portfolioTH

GENERATIONS COMMUNITY FEDERAL CREDIT UNION

EIN 74-1117333-banking-Latest filing 2025
Plans
3
Retirement
2
$43.4M assets
Welfare
1
$282K premiums
Participants
700
1100 NW LOOP, SUITE 800 - CASTLE HILLS, TX 78213210-229-1800LinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#022TraditionalDB-$27.5M - 295 part#001401k-$15.9M - 236 part#501Mixed-$282K - 376 lives

Retirement portfolio analytics

2 plans aggregated / $43.4M assets / 531 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • UNION RETIREMENT PENSION (#022)63%
  • CREDIT UNION 401(K) (#001)37%
Total $43.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PENSION (#022)295
  • CREDIT UNION 401(K) (#001)236
Total 531Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
  • METROPOLITAN LIFE INSURANCE COMPANY37%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION3%
Total $282K5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • GALLAGHER BENEFIT SERVICES, INC.5%
Total $45K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

TraditionalDB

Assets$27.5M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$15.9M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENERATIONS COMMUNITY FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$282K
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
022GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLANTraditionalDB$27.5M2952024
001GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN401k$15.9M2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENERATIONS COMMUNITY FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$282K3762025
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