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Sponsor portfolioTH

EDUCATION CREDIT UNION

EIN 75-0693720-financial services-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$55K premiums
Participants
355
6203 HILLSIDE - AMARILLO, TX 79109806-358-7777educationcu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$11.6M - 217 part#501Mixed-$55K - 230 lives

Benefits portfolio analytics

1 plan / $55K premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$40K
  • Other$15K
  • Dental$14K
  • Short-term disability$13K
  • Long-term disability$13K
Total $55K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • 5STAR LIFE INSURANCE COMPANY48%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY23%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • ASSURITY LIFE INSURANCE COMPANY2%
Total $55K5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • INSURICA, INC.58%
  • LOGAN TIFFANY20%
  • DIANNE L MARTIN15%
  • ALEXANDRIA ANTOINETTE WILHELM3%
  • JULIE L. HULSEY, LP1%
  • +3 more
Total $5K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EDUCATION CREDIT UNION 401(K) PLAN

401k

Assets$11.6M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL

Mixed - 5STAR LIFE INSURANCE COMPANY

Premiums$55K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EDUCATION CREDIT UNION 401(K) PLAN401k$11.6M2172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICALMixed5STAR LIFE INSURANCE COMPANY$55K2302025
Retirement plans
Welfare plans
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