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Sponsor portfolioTH

RANDOLPH-BROOKS FEDERAL CREDIT UNION

EIN 74-1185010-banking-Latest filing 2024
Plans
5
Retirement
1
$324.2M assets
Welfare
4
$2.3M premiums
Participants
10,409
PO BOX 2097 - UNIVERSAL CITY, TX 78148210-637-4598rbfcu.orgLinkedIn1001-5000 employeesbanking
Plans on this EIN
5 filings
#002401k-$324.2M - 2,851 part#501Mixed-$1.4M - 2,020 lives#503Fully Insured-$559K - 2,377 lives#504Fully Insured-$286K - 2,377 lives#508Fully Insured-$77K - 860 lives

Benefits portfolio analytics

4 plans / $2.3M premiums / 7,634 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$559K
  • Short-term disability$499K
  • Vision$310K
  • Long-term disability$286K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY57%
  • METROPOLITAN LIFE INSURANCE COMPANY26%
  • VISION SERVICE PLAN13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • TRANSAMERICA LIFE INSURANCE COMPANY0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $283K1 slice

Plan deep-dives

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

RANDOLPH-BROOKS FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$324.2M
Participants2,851
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RANDOLPH-BROOKS FEDERAL CREDIT UNION

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives2,020
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

RANDOLPH-BROOKS FEDERAL CREDIT UNION EMPLOYEE LIFE INSURANCE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$559K
Covered lives2,377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

RANDOLPH-BROOKS FEDERAL CREDIT UNION EMPLOYEE LONG TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$286K
Covered lives2,377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

RANDOLPH-BROOKS FEDERAL CREDIT UNION LONG TERM CARE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$77K
Covered lives860
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002RANDOLPH-BROOKS FEDERAL CREDIT UNION 401(K) PLAN401k$324.2M2,8512024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RANDOLPH-BROOKS FEDERAL CREDIT UNIONMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.4M2,0202024
503RANDOLPH-BROOKS FEDERAL CREDIT UNION EMPLOYEE LIFE INSURANCE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$559K2,3772024
504RANDOLPH-BROOKS FEDERAL CREDIT UNION EMPLOYEE LONG TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$286K2,3772024
508RANDOLPH-BROOKS FEDERAL CREDIT UNION LONG TERM CAREFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$77K8602024
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