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Sponsor portfolioTH

ALLTRU CREDIT UNION

EIN 43-6079380-Latest filing 2025
Plans
3
Retirement
2
$8.7M assets
Welfare
1
$397K premiums
Participants
250
1232 WENTZVILLE PARKWAY - WENTZVILLE, MO 63385636-916-8300
Plans on this EIN
3 filings
#001401k-$7.3M - 58 part#002401k-$1.4M - 67 part#501Fully Insured-$397K - 125 lives

Retirement portfolio analytics

2 plans aggregated / $8.7M assets / 125 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CU EXEMPT PLAN (#001)84%
  • CU NON-EXEMPT PLAN (#002)16%
Total $8.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CU NON-EXEMPT PLAN (#002)67
  • CU EXEMPT PLAN (#001)58
Total 125Click row to drill in

Benefits portfolio analytics

1 plan / $397K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$237K
  • Health$160K
  • Dental$160K
  • Vision$160K
  • Life$160K
  • Short-term disability$160K
  • +2 more
Total $397K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA40%
Total $397K2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • SUNSTAR INSURANCE GROUP LLC51%
  • GA SOLUTIONS LLC49%
Total $58K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALLTRU CU EXEMPT PLAN

401k

Assets$7.3M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLTRU CU NON-EXEMPT PLAN

401k

Assets$1.4M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLTRU CREDIT UNION WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$397K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLTRU CU EXEMPT PLAN401k$7.3M582024
002ALLTRU CU NON-EXEMPT PLAN401k$1.4M672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLTRU CREDIT UNION WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$397K1252025
Retirement plans
Welfare plans
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