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Form 5500 · Retirement plan · LUBBOCK, TX

TEXAS TECH FEDERAL CREDIT UNION

The filing calls this plan TEXAS TECH FEDERAL CREDIT UNION 401(K) PLAN.

TEXAS TECH FEDERAL CREDIT UNION of LUBBOCK, TX files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. 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 75-1157852 · plan 001 · plan year 2024, filed Sep 29, 2025

Participants at the start of the year
143
Contracts on file
1
Contract value
$5,610,300
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 PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $5,610,300 at the end of the plan year, as reported on Schedule A.

$21,182 in agent commissions is disclosed across the contracts; SWBC INVESTMENT SERVICES LLC 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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC135December$5,610,300$21,182

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
TEXAS TECH FEDERAL CREDIT UNION
EIN 75-1157852
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$34,506
paid directly by the plan
SWBC INVESTMENT SERVICES LLC
OTHER SERVICES · EIN 20-1484586
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
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.

What the plan holds

Plan assets at year end
$6,065,970
Paid out in benefits
$1,110,125
Participants at the start of the year
143
Participants with account balances
131

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

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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