Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$402K
- Long-term disability$402K
- Other$402K
- Vision$55K
Filings through .
Top hat
Trustone Financial Credit Union
EIN 41-0749255bankingLatest filing 2025
Plans
2
Retirement
1
$90.8M assets
Health & Benefits
1
$457K premiums
Participants
1,339
1400 RIVERWOOD DRIVE - BURNSVILLE, MN 55337952-736-5238trustonefinancial.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $457K premiums / 860 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN
401(k)
Assets$90.8M
Participants776
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
TRUSTONE FINANCIAL CREDIT UNION COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$457K
Covered lives860
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN | 401(k) | $90.8M | 776 | 2025 |
- #003 · 401(k) · 2025776
Health & Benefits plans
1 plan on this EIN
| 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 | $457K | 860 | 2025 |
- #510 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025860
Retirement plans
Health & Benefits plans