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Sponsor portfolio

SOUTHWEST AIRLINES EMPLOYEES FEDERAL CREDIT UNION

EIN 75-1486899-banking-Latest filing 2025
Plans
3
Retirement
2
$44.3M assets
Welfare
1
$1.8M premiums
Participants
414
2430 SHORECREST - DALLAS, TX 75235214-357-5577swacu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#003TraditionalDB-$33.6M - 161 part#002401k-$10.7M - 137 part#501Fully Insured-$1.8M - 187 lives

Retirement portfolio analytics

2 plans aggregated / $44.3M assets / 298 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CREDIT UNION PENSION (#003)76%
  • CREDIT UNION 401(K) (#002)24%
Total $44.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION PENSION (#003)161
  • CREDIT UNION 401(K) (#002)137
Total 298Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$202K
  • Vision$202K
  • Life$202K
  • Short-term disability$202K
  • Long-term disability$202K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • ACRISURE LLC88%
  • ROGERS BENEFIT GROUP INC11%
  • ASSUREDPARTNERS1%
Total $94K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOUTHWEST AIRLINES FEDERAL CREDIT UNION PENSION PLAN

TraditionalDB

Assets$33.6M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$10.7M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST AIRLINES EMPLOYEES FEDERAL CREDIT UNION

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.8M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SOUTHWEST AIRLINES FEDERAL CREDIT UNION PENSION PLANTraditionalDB$33.6M1612024
002SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN401k$10.7M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST AIRLINES EMPLOYEES FEDERAL CREDIT UNIONFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.8M1872025
Retirement plans
Welfare plans
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