Form 5500 · Employee benefit plan · CORPUS CHRISTI, TX
RALLY CREDIT UNION
The filing calls this plan RALLY CREDIT UNION HEALTH PLAN.
RALLY CREDIT UNION of CORPUS CHRISTI, TX insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1237070 · plan 501 · plan year 2025, filed Jun 15, 2026
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186 other employer plans in Texas have policy years ending in October. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 753 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium across the insured contracts is $1,276,765, with $159,384 in disclosed broker commissions — about 12% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 753 | Nov 1, 2025 | $553,904 | $70,595 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 1,113 | Nov 1, 2025 | $388,860 | $41,774 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 142 | Nov 1, 2025 | $157,110 | $31,736 |
| TOKIO MARINE HCC | — | 693 | Nov 1, 2025 | $87,830 | $8,783 |
| SUPERIOR VISION PLAN OF TEXAS | Vision | 1,129 | Nov 1, 2025 | $59,805 | $6,496 |
| TELADOC HEALTH, INC. | — | 794 | Nov 1, 2025 | $29,256 | $0 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 807 employees, 15 recordable cases, 2 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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Renewal calendar
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