PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MEMBERS CHOICE CREDIT UNION
Sponsor portfolioTH

MEMBERS CHOICE CREDIT UNION

EIN 74-1886524-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$1.1M premiums
Participants
283
18211 KATY FREEWAY - HOUSTON, TX 77094281-398-9900
Plans on this EIN
2 filings
#001401k-$9.6M - 172 part#502Fully Insured-$1.1M - 118 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$927K
  • Prescription drug$927K
  • Other$155K
  • Dental$131K
  • Vision$131K
  • Life$131K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • TBX EMPLOYEE BENEFITS LLC6%
  • SELERIX INSURANCE SERVICES, LLC2%
Total $72K3 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

CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN

401k

Assets$9.6M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEMBERS CHOICE CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN401k$9.6M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEMBERS CHOICE CREDIT UNION HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M1182025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica