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Sponsor portfolioTH

SOARION FEDERAL CREDIT UNION

EIN 74-1181644-banking-Latest filing 2025
Plans
3
Retirement
2
$26.9M assets
Welfare
1
$1.1M premiums
Participants
399
750 E. MULBERRY AVE - SAN ANTONIO, TX 78212210-673-5610soarion.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$24.2M - 97 part#002401k-$2.7M - 171 part#501Fully Insured-$1.1M - 178 lives

Retirement portfolio analytics

2 plans aggregated / $26.9M assets / 268 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PLAN AND TRUST (#001)90%
  • PLAN AND TRUST (#002)10%
Total $26.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • (Not disclosed)90%
  • CMFG LIFE INSURANCE COMPANY10%
Total $26.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)171
  • PLAN AND TRUST (#001)97
Total 268Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$981K
  • Dental$138K
  • Vision$138K
  • Life$138K
  • Short-term disability$138K
  • Long-term disability$138K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $74K1 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

SOARION CREDIT UNION RETIREMENT PLAN AND TRUST

TraditionalDB

Assets$24.2M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOARION CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$2.7M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOARION FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$1.1M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOARION CREDIT UNION RETIREMENT PLAN AND TRUSTTraditionalDB$24.2M972024
002SOARION CREDIT UNION 401(K) PLAN AND TRUST401k$2.7M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOARION FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredHEALTH CARE SERVICE CORPORATION$1.1M1782025
Retirement plans
Welfare plans
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