Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$295K
- Life$283K
- Short-term disability$283K
- Long-term disability$283K
- Dental$143K
- Vision$36K
Sponsor portfolioTH
TRUMARK FINANCIAL CREDIT UNION
EIN 23-1357086bankingLatest filing 2025
Plans
2
Retirement
1
$42.7M assets
Welfare
1
$474K premiums
Participants
919
335 COMMERCE DRIVE - FORT WASHINGTON, PA 19034215-953-5308trumarkonline.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $474K premiums / 588 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA60%
- AETNA LIFE INSURANCE COMPANY30%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
- COUNTRYWIDE ENTERPRISES, INC.2%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TRUMARK FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN
401k
Assets$42.7M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
TRUMARK FINANCIAL CREDIT UNION FLEXIBLE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$474K
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRUMARK FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | 401k | $42.7M | 488 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | TRUMARK FINANCIAL CREDIT UNION FLEXIBLE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $474K | 588 | 2025 |
Retirement plans
Welfare plans