Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$93K
- Short-term disability$93K
- Long-term disability$93K
- Other$93K
- Dental$90K
- Vision$15K
Sponsor portfolioTH
TEXAS BAY AREA CREDIT UNION
EIN 74-1142852bankingLatest filing 2025
Plans
5
Retirement
1
$19.4M assets
Welfare
4
$199K premiums
Participants
839
Benefits portfolio analytics
4 plans / $199K premiums / 1,000 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- METROPOLITAN LIFE INSURANCE COMPANY53%
- LIFE INSURANCE COMPANY OF NORTH AMERICA47%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TEXAS BAY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$19.4M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFE AND DISABILITY
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$93K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$90K
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
VISION PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$15K
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TEXAS BAY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | 401k | $19.4M | 183 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFE AND DISABILITY | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $93K | 168 | 2025 | |
| 504 | DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $90K | 492 | 2025 | |
| 505 | VISION PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $15K | 340 | 2025 | |
| 503 | MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans