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Sponsor portfolioTH

EECU

EIN 75-0275915-banking-Latest filing 2025
Plans
3
Retirement
2
$128.5M assets
Welfare
1
$317K premiums
Participants
1,343
1617 WEST SEVENTH STREET - FORT WORTH, TX 76102817-882-0162eecu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#003TraditionalDB-$80.2M - 497 part#001401k-$48.3M - 446 part#501Mixed-$317K - 701 lives

Retirement portfolio analytics

2 plans aggregated / $128.5M assets / 943 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • EECU EMPLOYEES PENSION (#003)62%
  • EECU 401(K) (#001)38%
Total $128.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EECU EMPLOYEES PENSION (#003)497
  • EECU 401(K) (#001)446
Total 943Click row to drill in

Benefits portfolio analytics

1 plan / $317K premiums / 701 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$278K
  • Life$263K
  • Short-term disability$252K
  • Long-term disability$252K
  • Vision$27K
Total $317K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • STANDARD INSURANCE COMPANY79%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $317K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • DARELL LAWAYNE EIDSON1%
Total $21K2 slices

Plan deep-dives

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

EECU EMPLOYEES PENSION PLAN

TraditionalDB

Assets$80.2M
Participants497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EECU 401(K) PLAN

401k

Assets$48.3M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EECU WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$317K
Covered lives701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EECU EMPLOYEES PENSION PLANTraditionalDB$80.2M4972024
001EECU 401(K) PLAN401k$48.3M4462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EECU WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$317K7012025
Retirement plans
Welfare plans
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