Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$94K
- Other$45K
- Life$26K
- Long-term disability$10K
- Vision$9K
- Short-term disability$1K
Sponsor portfolioTH
UNION SQUARE CREDIT UNION
EIN 75-0971964financial servicesLatest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$152K premiums
Participants
325
1401 HOLLIDAY ST - WICHITA FALLS, TX 763017108940-720-8000unionsquare.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $152K premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- UNITED CONCORDIA INSURANCE COMPANY62%
- UNITED OF OMAHA LIFE INSURANCE COMPANY32%
- SUPERIOR VISION PLAN OF TEXAS6%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNION SQUARE CREDIT UNION 401(K) PLAN
401k
Assets$14.0M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNION SQUARE CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$152K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNION SQUARE CREDIT UNION 401(K) PLAN | 401k | $14.0M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNION SQUARE CREDIT UNION HEALTH AND WELFARE PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $152K | 187 | 2025 |
Retirement plans
Welfare plans