Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$497K
- Life$368K
- Long-term disability$368K
- Health$129K
- Vision$91K
- Short-term disability$75K
Sponsor portfolioTH
UNIVERSITY FEDERAL CREDIT UNION
EIN 74-1160132Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$126.6M assets
Welfare
1
$662K premiums
Participants
1,698
8303 N. MOPAC EXPY, BUILDING C, 4TH - AUSTIN, TX 78759512-467-8080
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $662K premiums / 1,540 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA56%
- HCC LIFE INSURANCE COMPANY19%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
49%top
- USI INSURANCE SERVICES LLC49%
- DANIEL WARD RICHARDSON32%
- BENEFISCU, LLC18%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
401k
Assets$126.6M
Participants943
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNIVERSITY FEDERAL CREDIT UNION EMPLOYEE HEALTH BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$662K
Covered lives1,540
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | 401k | $126.6M | 943 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNIVERSITY FEDERAL CREDIT UNION EMPLOYEE HEALTH BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $662K | 1,540 | 2024 |
Retirement plans
Welfare plans