Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$90K
- Long-term disability$37K
- Other$29K
Sponsor portfolioTH
FORT WORTH COMMUNITY CREDIT UNION
EIN 75-0796472financial servicesLatest filing 2024
Plans
2
Retirement
1
$38.0M assets
Welfare
1
$134K premiums
Participants
393
1905 FOREST RIDGE - BEDFORD, TX 76021817-835-5000ftwccu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $134K premiums / 170 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA83%
- TRANSAMERICA LIFE INSURANCE COMPANY16%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
52%top
- JAMES T KINNEY52%
- DIGITAL INSURANCE LLC44%
- RANDY AKINS2%
- BOWIE BALLARD1%
- LINDA GARTIN1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN
401k
Assets$38.0M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORT WORTH COMMUNITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$134K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN | 401k | $38.0M | 223 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORT WORTH COMMUNITY CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $134K | 170 | 2024 |
Retirement plans
Welfare plans