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Sponsor portfolioTH

TRULIANT FEDERAL CREDIT UNION

EIN 56-0582032-banking-Latest filing 2025
Plans
4
Retirement
2
$172.9M assets
Welfare
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
#001TraditionalDB-$104.4M - 1,041 part#002401k-$68.5M - 1,221 part#501Mixed-$1.4M - 1,936 lives#502Fully Insured-$214K - 769 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

60%top
  • CREDIT UNION PENSION (#001)60%
  • PLAN AND TRUST (#002)40%
Total $172.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • (Not disclosed)60%
  • CMFG LIFE INSURANCE COMPANY40%
Total $172.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1,221
  • CREDIT UNION PENSION (#001)1,041
Total 2,262Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • AMERITAS LIFE INSURANCE CORP.57%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA43%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $248K1 slice

Plan deep-dives

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

TRULIANT FEDERAL CREDIT UNION PENSION PLAN

TraditionalDB

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

TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$68.5M
Participants1,221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRULIANT FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$1.4M
Covered lives1,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRULIANT FEDERAL CREDIT UNION GROUP LONG TERM DISABILITY INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$214K
Covered lives769
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRULIANT FEDERAL CREDIT UNION PENSION PLANTraditionalDB$104.4M1,0412025
002TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$68.5M1,2212024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest 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
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