Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$178K
- Other$123K
- Life$95K
- Long-term disability$95K
- Vision$28K
Sponsor portfolioTH
TRUITY CREDIT UNION
EIN 73-0561962Latest filing 2025
Plans
2
Retirement
1
$34.6M assets
Welfare
1
$328K premiums
Participants
513
501 SOUTH JOHNSTONE AVENUE - BARTLESVILLE, OK 74003918-338-7857
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $328K premiums / 408 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- BLUE CROSS OF CALIFORNIA54%
- DEARBORN LIFE INSURANCE COMPANY29%
- VISION SERVICE PLAN8%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
- RECURO HEATH, INC,2%
- +1 more
Broker market share
Schedule A broker compensation
81%top
- HUB INTERNATIONAL MIDWEST LIMITED81%
- GALLAGHER BENEFIT SERVICES, INC.19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
TRUITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$34.6M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRUITY CREDIT UNION EMPLOYEE INSURANCE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$328K
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | TRUITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $34.6M | 292 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRUITY CREDIT UNION EMPLOYEE INSURANCE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF OKLAHOMA | $328K | 408 | 2025 |
Retirement plans
Welfare plans