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Sponsor portfolioTH

TEXANS CREDIT UNION

EIN 75-0992590-banking-Latest filing 2025
Plans
3
Retirement
2
$34.3M assets
Welfare
1
$3.6M premiums
Participants
857
777 E CAMPBELL RD, STE 140 - RICHARDSON, TX 750811860972-348-2000texanscu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$30.0M - 377 part#001TraditionalDB-$4.2M - 180 part#501Fully Insured-$3.6M - 612 lives

Retirement portfolio analytics

2 plans aggregated / $34.3M assets / 557 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • UNION 401(K) Savings (#002)88%
  • DEFINED BENEFIT PLAN (#001)12%
Total $34.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION 401(K) Savings (#002)377
  • DEFINED BENEFIT PLAN (#001)180
Total 557Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 612 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Prescription drug$3.3M
  • Other$288K
  • Vision$283K
  • Life$283K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • CURALINC HEALTHCARE0%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • BROWN & BROWN INSURANCE SERVICES91%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC6%
  • HAYS COMPANIES, INC.2%
  • WATCHTOWER BENEFITS, LLC0%
Total $185K4 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

TEXANS CREDIT UNION 401(K) SAVINGS PLAN

401k

Assets$30.0M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TEXANS CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.2M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXANS CREDIT UNION BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives612
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEXANS CREDIT UNION 401(K) SAVINGS PLAN401k$30.0M3772025
001TEXANS CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$4.2M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXANS CREDIT UNION BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M6122025
Retirement plans
Welfare plans
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