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  2. Shell Federal Credit Union
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Shell Federal Credit Union

EIN 74-1132577-banking-Latest filing 2025
Plans
3
Retirement
2
$84.7M assets
Health & Benefits
1
$535K premiums
Participants
1,475
201 E. 13TH ST - DEER PARK, TX 77536713-844-1170shellfcu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#022Cash balance-$45.8M - 492 part#333401(k)-$38.9M - 542 part#501Mixed-$535K - 441 lives

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

Retirement portfolio analytics

2 plans aggregated / $84.7M assets / 1,034 participants

Assets by plan

Share of aggregate retirement assets

  • UNION RETIREMENT PENSION (#022)$45.8M
  • CREDIT UNION 401(K) (#333)$38.9M
Total $84.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#333)542
  • UNION RETIREMENT PENSION (#022)492
Total 1,034Select a row to open it

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
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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

SHELL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

Cash balance

Assets$45.8M
Participants492
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#333

SHELL FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$38.9M
Participants542
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SHELL FCU HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$535K
Covered lives441
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#022SHELL FEDERAL CREDIT UNION RETIREMENT PENSION PLANCash balance$45.8M4922024
#333SHELL FEDERAL CREDIT UNION 401(K) PLAN401(k)$38.9M5422025
  • SHELL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN$45.8M
    #022 · Cash balance · 2024492
  • SHELL FEDERAL CREDIT UNION 401(K) PLAN$38.9M
    #333 · 401(k) · 2025542

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHELL FCU HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$535K4412025
  • SHELL FCU HEALTH AND WELFARE BENEFIT PLAN$535K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025441
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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