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Sponsor portfolioTH

CREDIT UNION OF TEXAS

EIN 75-0225045-financial services-Latest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$659K premiums
Participants
1,236
900 W. BETHANY, SUITE 500 - ALLEN, TX 75013972-301-1824cutx.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$32.6M - 661 part#504Mixed-$659K - 1,028 lives

Benefits portfolio analytics

1 plan / $659K premiums / 1,028 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$338K
  • Long-term disability$338K
  • Other$338K
  • Dental$299K
  • Vision$22K
Total $659K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • RELIASTAR LIFE INSURANCE COMPANY51%
  • BLUE CROSS OF CALIFORNIA45%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $659K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $76K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CREDIT UNION OF TEXAS 401(K) PLAN

401k

Assets$32.6M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CREDIT UNION OF TEXAS WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$659K
Covered lives1,028
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CREDIT UNION OF TEXAS 401(K) PLAN401k$32.6M6612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CREDIT UNION OF TEXAS WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$659K1,0282024
Retirement plans
Welfare plans
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