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Sponsor portfolioTH

PRIMEWAY FEDERAL CREDIT UNION

EIN 74-1152784-financial services-Latest filing 2024
Plans
3
Retirement
2
$45.1M assets
Welfare
1
$219K premiums
Participants
394
P O BOX 53088 - HOUSTON, TX 770523088713-799-6200primewayfcu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001CashBalance-$33.3M - 107 part#002401k-$11.8M - 182 part#501Mixed-$219K - 247 lives

Retirement portfolio analytics

2 plans aggregated / $45.1M assets / 289 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • DEFINED BENEFIT PLAN (#001)74%
  • UNION EMPLOYEES' 401(K) (#002)26%
Total $45.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES' 401(K) (#002)182
  • DEFINED BENEFIT PLAN (#001)107
Total 289Click row to drill in

Benefits portfolio analytics

1 plan / $219K premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$219K
  • Vision$217K
  • Life$217K
  • Long-term disability$217K
  • Other$217K
Total $219K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • METROPOLITAN LIFE INSURANCE COMPANY99%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $219K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $33K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' DEFINED BENEFIT PLAN

CashBalance

Assets$33.3M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN

401k

Assets$11.8M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIMEWAY FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$219K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' DEFINED BENEFIT PLANCashBalance$33.3M1072024
002PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN401k$11.8M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIMEWAY FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$219K2472024
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