Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$765K
- Vision$765K
- Life$765K
- Short-term disability$765K
- Long-term disability$765K
- Other$765K
Filings through .
Top hat
JSC Federal Credit Union
EIN 74-1457691Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$27.8M assets
Health & Benefits
1
$765K premiums
Participants
964
1330 GEMINI ST - HOUSTON, TX 77058281-488-7070
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $765K premiums / 423 covered lives
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#002
WELLBY FINANCIAL 401(K) PLAN
401(k)
Assets$27.8M
Participants541
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JSC FEDERAL CREDIT UNION DBA WELLBY EMPLOYEE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$765K
Covered lives423
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WELLBY FINANCIAL 401(K) PLAN | 401(k) | $27.8M | 541 | 2025 |
- #002 · 401(k) · 2025541
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JSC FEDERAL CREDIT UNION DBA WELLBY EMPLOYEE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $765K | 423 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025423
Retirement plans
Health & Benefits plans