Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$351K
- Life$282K
- Long-term disability$282K
- Vision$67K
Sponsor portfolioTH
TRUSTONE FINANCIAL CREDIT UNION
EIN 41-0749255bankingLatest filing 2024
Plans
2
Retirement
1
$78.2M assets
Welfare
1
$418K premiums
Participants
1,141
1400 RIVERWOOD DRIVE - BURNSVILLE, MN 55337952-736-5238trustonefinancial.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $418K premiums / 841 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA67%
- HARTFORD LIFE AND ACCIDENT16%
- EYEMED VISION CARE16%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN
401k
Assets$78.2M
Participants743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
TRUSTONE FINANCIAL CREDIT UNION COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$418K
Covered lives841
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN | 401k | $78.2M | 743 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | TRUSTONE FINANCIAL CREDIT UNION COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $418K | 841 | 2024 |
Retirement plans
Welfare plans