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Sponsor portfolio

SHELL FEDERAL CREDIT UNION

EIN 74-1132577-banking-Latest filing 2025
Plans
2
Retirement
1
$45.8M assets
Welfare
1
$535K premiums
Participants
933
301 EAST 13TH STREET - DEER PARK, TX 77536713-844-1100shellfcu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#022CashBalance-$45.8M - 492 part#501Mixed-$535K - 441 lives

Benefits portfolio analytics

1 plan / $535K premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$481K
  • Life$416K
  • Short-term disability$416K
  • Long-term disability$416K
  • Health$64K
  • Vision$54K
Total $535K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY78%
  • HCC LIFE INSURANCE COMPANY12%
  • STANDARD INSURANCE COMPANY10%
Total $535K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $62K1 slice

Plan deep-dives

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

SHELL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

CashBalance

Assets$45.8M
Participants492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHELL FCU HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$535K
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
022SHELL FEDERAL CREDIT UNION RETIREMENT PENSION PLANCashBalance$45.8M4922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHELL FCU HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$535K4412025
Retirement plans
Welfare plans
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