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Sponsor portfolioTH

TEXAS TRUST CREDIT UNION

EIN 75-0763606-banking-Latest filing 2025
Plans
3
Retirement
2
$106.4M assets
Welfare
1
$361K premiums
Participants
1,073
PO BOX 2260, 1900 COUNTRY CLUB DRIVE - MANSFIELD, TX 76063972-595-1358texastrustcu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002TraditionalDB-$88.0M - 350 part#003401k-$18.5M - 409 part#501Mixed-$361K - 307 lives

Retirement portfolio analytics

2 plans aggregated / $106.4M assets / 759 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • RETIREMENT INCOME PLAN (#002)83%
  • UNION EMPLOYEES' 401(K) (#003)17%
Total $106.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES' 401(K) (#003)409
  • RETIREMENT INCOME PLAN (#002)350
Total 759Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA78%
  • VISION SERVICE PLAN12%
  • HCC LIFE INSURANCE COMPANY10%
Total $361K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • GALLAGHER BENEFIT SERVICES, INC.93%
  • JACQUELINE SKWAREK5%
  • IMAGINE 360 ADMINISTRATORS, LLC2%
Total $67K3 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

TEXAS TRUST CREDIT UNION RETIREMENT INCOME PLAN

TraditionalDB

Assets$88.0M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN

401k

Assets$18.5M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS TRUST CREDIT UNION GROUP HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$361K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEXAS TRUST CREDIT UNION RETIREMENT INCOME PLANTraditionalDB$88.0M3502024
003TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN401k$18.5M4092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS TRUST CREDIT UNION GROUP HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$361K3072025
Retirement plans
Welfare plans
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