PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOARION FEDERAL CREDIT UNION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 74-1181644

SOARION FEDERAL CREDIT UNION

750 E. MULBERRY AVE · SAN ANTONIO, TX 78212
2106735610
Plans filed
5
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
178
No prior year
Total participants
131
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$1.1M
SOARION FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured178 covered·2 carriers
Primary: HEALTH CARE SERVICE CORPORATION
Plan #503$649K
GROUP HEALTH AND DISABILITY INSURANCE PLAN
Fully insured129 covered·3 carriers
Primary: HUMANA INSURANCE COMPANY
Plan #502$32K
GROUP LIFE INSURANCE PLAN
Fully insured127 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$2K
AIR FORCE FEDERAL CREDIT UNION
Fully insured144 covered·1 carrier
Primary: ALLIANCE WORK PARTNERS
Plan #505$0
AIR FORCE FEDERAL CREDIT UNION HEALTH REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$981K54.2%
Dental$138K7.6%
Vision$138K7.6%
Life$138K7.6%
Short-term disability$138K7.6%
Long-term disability$138K7.6%
Other$138K7.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$981K87.6%11178
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$138K12.4%11131

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITED—HEALTH CARE SERVICE CORPORATION, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$63K$12K$74K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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