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Sponsor portfolioTH

INTOUCH CREDIT UNION

EIN 75-1447986-banking-Latest filing 2025
Plans
3
Retirement
1
$14.7M assets
Welfare
2
$1.8M premiums
Participants
524
P.O. BOX 250169 - PLANO, TX 750250169214-291-1776itcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$14.7M - 241 part#504Fully Insured-$1.7M - 145 lives#505Fully Insured-$104K - 138 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Life$58K
  • Short-term disability$21K
  • Long-term disability$18K
  • Other$7K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $68K1 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

INTOUCH CREDIT UNION 401(K) EMPLOYER CONTRIBUTION PLAN AND TRUST

401k

Assets$14.7M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

INTOUCH CREDIT UNION GROUP HEALTH INSURANCE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

INTOUCH CREDIT UNION GROUP LIFE AND DISABILITY INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$104K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTOUCH CREDIT UNION 401(K) EMPLOYER CONTRIBUTION PLAN AND TRUST401k$14.7M2412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504INTOUCH CREDIT UNION GROUP HEALTH INSURANCE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M1452025
505INTOUCH CREDIT UNION GROUP LIFE AND DISABILITY INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$104K1382025
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