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Sponsor portfolio

CITY CREDIT UNION

EIN 75-0692281-financial services-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$319K premiums
Participants
349
7474 FERGUSON ROAD - DALLAS, TX 75228214-515-0100citycu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$13.4M - 126 part#002401k-$7.5M - 118 part#501Fully Insured-$319K - 112 lives

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 244 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFINED BENEFIT PLAN (#001)64%
  • 401(K) RETIREMENT Savings (#002)36%
Total $20.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • (Not disclosed)64%
  • MILLIMAN, INC.36%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)126
  • 401(K) RETIREMENT Savings (#002)118
Total 244Click row to drill in

Benefits portfolio analytics

1 plan / $319K premiums / 112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$165K
  • Dental$156K
  • Vision$156K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • +1 more
Total $321K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY51%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA49%
Total $321K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ACRISURE LLC82%
  • ROGERS BENEFIT GROUP INC18%
Total $79K2 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

CITY CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$13.4M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CITY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$7.5M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CITY CREDIT UNION MEDICAL, DENTAL, LIFE, VISION, STD, LTD PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$319K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CITY CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$13.4M1262024
002CITY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN401k$7.5M1182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CITY CREDIT UNION MEDICAL, DENTAL, LIFE, VISION, STD, LTD PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$319K1122025
Retirement plans
Welfare plans
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