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  2. Truliant Federal Credit Union
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Truliant Federal Credit Union

EIN 56-0582032-banking-Latest filing 2025
Plans
4
Retirement
2
$172.9M assets
Health & Benefits
2
$1.6M premiums
Participants
4,034
3200 TRULIANT WAY - WINSTON SALEM, NC 271035778336-659-1955truliantfcu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
4 filings
#001Traditional DB-$104.4M - 1,041 part#002401(k)-$68.5M - 1,221 part#501Mixed-$1.4M - 1,936 lives#502Fully insured-$214K - 769 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $172.9M assets / 2,262 participants

Assets by plan

Share of aggregate retirement assets

  • CREDIT UNION PENSION (#001)$104.4M
  • PLAN AND TRUST (#002)$68.5M
Total $172.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$104.4M
  • CUNA MUTUAL$68.5M
Total $172.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1,221
  • CREDIT UNION PENSION (#001)1,041
Total 2,262Select a row to open it

Benefits portfolio analytics

2 plans / $1.6M premiums / 2,705 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$935K
  • Vision$935K
  • Life$493K
  • Other$493K
  • Long-term disability$214K
Total $1.6M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TRULIANT FEDERAL CREDIT UNION PENSION PLAN

Traditional DB

Assets$104.4M
Participants1,041
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401(k)

Assets$68.5M
Participants1,221
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRULIANT FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$1.4M
Covered lives1,936
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

TRULIANT FEDERAL CREDIT UNION GROUP LONG TERM DISABILITY INSURANCE PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$214K
Covered lives769
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRULIANT FEDERAL CREDIT UNION PENSION PLANTraditional DB$104.4M1,0412025
#002TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401(k)$68.5M1,2212024
  • TRULIANT FEDERAL CREDIT UNION PENSION PLAN$104.4M
    #001 · Traditional DB · 20251,041
  • TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST$68.5M
    #002 · 401(k) · 20241,221

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRULIANT FEDERAL CREDIT UNION WELFARE BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP$1.4M1,9362025
#502TRULIANT FEDERAL CREDIT UNION GROUP LONG TERM DISABILITY INSURANCE PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$214K7692025
  • TRULIANT FEDERAL CREDIT UNION WELFARE BENEFIT PLAN$1.4M
    #501 · Mixed · AMERITAS LIFE INSURANCE CORP · 20251,936
  • TRULIANT FEDERAL CREDIT UNION GROUP LONG TERM DISABILITY INSURANCE PLAN$214K
    #502 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025769
Retirement plans
Health & Benefits plans

On this page

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  2. Benefits analytics
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  5. Health & Benefits plans
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