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  2. Texas Trust Credit Union
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Texas Trust Credit Union

EIN 75-0763606-banking-Latest filing 2025
Plans
3
Retirement
2
$116.6M assets
Health & Benefits
1
$361K premiums
Participants
1,066
1900 COUNTRY CLUB DR - MANSFIELD, TX 760630047972-595-1358texastrustcu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002Traditional DB-$94.3M - 338 part#003401(k)-$22.4M - 414 part#501Mixed-$361K - 307 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $116.6M assets / 752 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT INCOME PLAN (#002)$94.3M
  • UNION EMPLOYEES' 401(K) (#003)$22.4M
Total $116.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES' 401(K) (#003)414
  • RETIREMENT INCOME PLAN (#002)338
Total 752Select a row to open it

Benefits portfolio analytics

1 plan / $361K premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$317K
  • Life$282K
  • Short-term disability$282K
  • Long-term disability$282K
  • Vision$44K
Total $361K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TEXAS TRUST CREDIT UNION RETIREMENT INCOME PLAN

Traditional DB

Assets$94.3M
Participants338
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN

401(k)

Assets$22.4M
Participants414
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TEXAS TRUST CREDIT UNION GROUP HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$361K
Covered lives307
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TEXAS TRUST CREDIT UNION RETIREMENT INCOME PLANTraditional DB$94.3M3382025
#003TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN401(k)$22.4M4142025
  • TEXAS TRUST CREDIT UNION RETIREMENT INCOME PLAN$94.3M
    #002 · Traditional DB · 2025338
  • TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN$22.4M
    #003 · 401(k) · 2025414

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TEXAS TRUST CREDIT UNION GROUP HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$361K3072025
  • TEXAS TRUST CREDIT UNION GROUP HEALTH PLAN$361K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025307
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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