PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RESOURCE ONE CREDIT UNION
Sponsor portfolioTH

RESOURCE ONE CREDIT UNION

EIN 75-0821285-banking-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$199K premiums
Participants
367
1200 BELLEVIEW STREET - DALLAS, TX 75215214-565-5353r1cu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$13.7M - 215 part#501Mixed-$199K - 152 lives

Benefits portfolio analytics

1 plan / $199K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$180K
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • Vision$19K
Total $199K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA91%
  • VISION SERVICE PLAN9%
Total $199K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CU BENEFITS ALLIANCE100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RESOURCE ONE CREDIT UNION 401(K) PLAN

401k

Assets$13.7M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RESOURCE ONE CREDIT UNION WRAP BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$199K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RESOURCE ONE CREDIT UNION 401(K) PLAN401k$13.7M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RESOURCE ONE CREDIT UNION WRAP BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$199K1522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica