Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Rally Credit Union
EIN 74-1237070financial servicesLatest filing 2025
Plans
3
Retirement
2
$113.9M assets
Health & Benefits
1
$1.3M premiums
Participants
1,804
P O BOX 81349 - CORPUS CHRISTI, TX 78414361-986-4500rallycu.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $113.9M assets / 1,147 participants
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RALLY CREDIT UNION DEFINED BENEFIT PLAN
Traditional DB
Assets$70.2M
Participants421
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RALLY CREDIT UNION 401(K) PLAN
401(k)
Assets$43.7M
Participants726
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
RALLY CREDIT UNION HEALTH PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.3M
Covered lives1,129
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RALLY CREDIT UNION DEFINED BENEFIT PLAN | Traditional DB | $70.2M | 421 | 2025 |
| #002 | RALLY CREDIT UNION 401(K) PLAN | 401(k) | $43.7M | 726 | 2025 |
- #001 · Traditional DB · 2025421
- #002 · 401(k) · 2025726
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | RALLY CREDIT UNION HEALTH PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.3M | 1,129 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,129
Retirement plans
Health & Benefits plans