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  2. Truity Federal Credit Union
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Filings through Oct 24, 2026.

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Truity Federal Credit Union

EIN 73-0561962-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$42.7M assets
Health & Benefits
1
$328K premiums
Participants
506
P.O. BOX 1358 - BARTLESVILLE, OK 740051358918-336-7662
Plans on this EIN
2 filings
#033401(k)-$42.7M - 285 part#501Mixed-$328K - 408 lives

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

Benefits portfolio analytics

1 plan / $328K premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$178K
  • Other$123K
  • Life$95K
  • Long-term disability$95K
  • Vision$28K
Total $328K5 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#033

TRUITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k)

Assets$42.7M
Participants285
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRUITY CREDIT UNION EMPLOYEE INSURANCE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$328K
Covered lives408
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#033TRUITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401(k)$42.7M2852025
  • TRUITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN$42.7M
    #033 · 401(k) · 2025285

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRUITY CREDIT UNION EMPLOYEE INSURANCE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF OKLAHOMA$328K4082025
  • TRUITY CREDIT UNION EMPLOYEE INSURANCE BENEFIT PLAN$328K
    #501 · Mixed · BLUECROSS BLUESHIELD OF OKLAHOMA · 2025408
Retirement plans
Health & Benefits plans

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