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Sponsor portfolio

ALLIANCE CREDIT UNION

EIN 75-0800435-banking-Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$270K premiums
Participants
517
6219 SPUR 327 - LUBBOCK, TX 79424806-776-0912alliancecutx.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$15.6M - 313 part#501Fully Insured-$270K - 203 lives

Benefits portfolio analytics

1 plan / $270K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$146K
  • Life$115K
  • Short-term disability$115K
  • Long-term disability$115K
  • Dental$114K
  • Vision$114K
  • +1 more
Total $270K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • DEARBORN LIFE INSURANCE COMPANY43%
  • SUN LIFE ASSURANCE COMPANY OF CANADA42%
  • AFLAC11%
  • TELADOC4%
Total $270K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • CLINTON JOSHUA CLARK1%
  • MATTHEW LEE CLARK1%
  • MICHAEL W JOINER1%
  • CODY DALE VARNELL1%
Total $49K5 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

ALLIANCE CREDIT UNION 401(K) PLAN

401k

Assets$15.6M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIANCE CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$270K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ALLIANCE CREDIT UNION 401(K) PLAN401k$15.6M3132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIANCE CREDIT UNION WELFARE BENEFIT PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$270K2032025
Retirement plans
Welfare plans
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