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Sponsor portfolioTH

RALLY CREDIT UNION

EIN 74-1237070-financial services-Latest filing 2025
Plans
3
Retirement
2
$107.1M assets
Welfare
1
$1.3M premiums
Participants
1,731
P O BOX 81349 - CORPUS CHRISTI, TX 784681349361-986-4500rallycu.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$70.2M - 421 part#002401k-$36.9M - 653 part#501Mixed-$1.3M - 1,129 lives

Retirement portfolio analytics

2 plans aggregated / $107.1M assets / 1,074 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • DEFINED BENEFIT PLAN (#001)66%
  • CREDIT UNION 401(K) (#002)34%
Total $107.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)653
  • DEFINED BENEFIT PLAN (#001)421
Total 1,074Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$828K
  • Life$711K
  • Short-term disability$554K
  • Long-term disability$554K
  • Dental$389K
  • Vision$60K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA43%
  • METROPOLITAN LIFE INSURANCE COMPANY30%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY12%
  • HCC LIFE INSURANCE COMPANY7%
  • SUPERIOR VISION PLAN OF TEXAS5%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • GALLAGHER BENEFIT SERVICES, INC.81%
  • ROGER GARZA12%
  • JACQUELINE SKWAREK5%
  • IMAGINE 360 ADMINISTRATORS, LLC2%
  • NICHOLAS C. TURANO0%
Total $179K5 slices

Plan deep-dives

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

RALLY CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$70.2M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RALLY CREDIT UNION 401(K) PLAN

401k

Assets$36.9M
Participants653
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RALLY CREDIT UNION HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives1,129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RALLY CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$70.2M4212025
002RALLY CREDIT UNION 401(K) PLAN401k$36.9M6532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RALLY CREDIT UNION HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M1,1292025
Retirement plans
Welfare plans
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