Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Dental$4.6M
- Prescription drug$4.6M
- Other$337K
- Life$327K
- Short-term disability$327K
- +2 more
Sponsor portfolioTH
ADVANCIAL FEDERAL CREDIT UNION
EIN 75-0793299financial servicesLatest filing 2025
Plans
2
Retirement
1
$57.0M assets
Welfare
1
$5.0M premiums
Participants
661
10000 NORTH CENTRAL EXPRESSWY, SUITE 1400 - DALLAS, TX 75231972-201-1795advancial.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 617 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- EYEMED VISION CARE1%
- MAGELLAN HEALTHCARE0%
Broker market share
Schedule A broker compensation
83%top
- ALLIANT INSURANCE SERVICES, INC.83%
- AMERICAN BNFTS & COMP SYS INC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADVANCIAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN
401k
Assets$57.0M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVANCIAL FEDERAL CREDIT UNION WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$5.0M
Covered lives617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADVANCIAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | 401k | $57.0M | 352 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVANCIAL FEDERAL CREDIT UNION WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $5.0M | 617 | 2025 |
Retirement plans
Welfare plans