form5500lookup

Form 5500 · Retirement plan · CORPUS CHRISTI, TX

RALLY CREDIT UNION

The filing calls this plan RALLY CREDIT UNION 401(K) PLAN.

RALLY CREDIT UNION of CORPUS CHRISTI, TX's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1237070 · plan 002 · plan year 2024, filed Sep 17, 2025

Participants at the start of the year
663
Contracts on file
1
Contract value
$3,061,382
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with STANDARD INSURANCE COMPANY.

The contracts held $3,061,382 at the end of the plan year, as reported on Schedule A.

$70,194 in agent commissions is disclosed across the contracts; GALLAGHER BENEFIT SERVICES INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
STANDARD INSURANCE COMPANYAnnuity / GIC653December$3,061,382$70,194

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
RALLY CREDIT UNION
EIN 74-1237070
STANCORP FINANCIAL GROUP
Claims processing · Recordkeeping and information management · Custodian · EIN 93-1253576
$136,482
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 807 employees, 15 recordable cases, 2 days away from work.

EmployeesThe company's own average for the year
807
Hours worked
1,488,915
Recordable cases
15
Days away from work
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$36,911,900
Paid out in benefits
$1,877,320
Participants at the start of the year
663
Participants with account balances
650

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 93-1253576
STANCORP FINANCIAL GROUP
Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

More employer plans in Texas — largest plans, brokers, carriers and renewal months.