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Sponsor portfolioTH

A PLUS FEDERAL CREDIT UNION

EIN 74-1178648-banking-Latest filing 2024
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$786K premiums
Participants
1,060
6420 US HWY 290 EAST - AUSTIN, TX 787231030512-302-6800LinkedIn1-10 employeesbanking
Plans on this EIN
2 filings
#002401k-$45.7M - 643 part#501Mixed-$786K - 810 lives

Benefits portfolio analytics

1 plan / $786K premiums / 810 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$761K
  • Life$725K
  • Dental$699K
  • Vision$699K
  • Long-term disability$699K
  • Short-term disability$25K
Total $786K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • METROPOLITAN LIFE INSURANCE COMPANY89%
  • HCC LIFE INSURANCE COMPANY8%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
Total $786K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • ROGER GARZA1%
  • NICHOLAS C. TURANO0%
  • DARLENE A. SPARKS0%
  • MICHAEL L. COOK0%
  • +1 more
Total $98K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN

401k

Assets$45.7M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A PLUS FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$786K
Covered lives810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN401k$45.7M6432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A PLUS FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$786K8102024
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