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Sponsor portfolioTH

WESTREET FEDERAL CREDIT UNION

EIN 73-0582491-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$366K premiums
Participants
456
9323 EAST 21ST STREET - TULSA, OK 74129918-921-2673
Plans on this EIN
2 filings
#001401k-$10.4M - 270 part#501Mixed-$366K - 230 lives

Benefits portfolio analytics

1 plan / $366K premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$183K
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • Dental$148K
  • Vision$35K
Total $366K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • SYMETRA LIFE INSURANCE COMPANY43%
  • DELTA DENTAL OF CALIFORNIA40%
  • VISION SERVICE PLAN9%
  • HCC LIFE INSURANCE COMPANY7%
Total $366K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $28K1 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

WESTREET FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$10.4M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTREET FEDERAL CREDIT UNION GROUP INSURANCE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$366K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTREET FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$10.4M2702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTREET FEDERAL CREDIT UNION GROUP INSURANCE PLANMixedSYMETRA LIFE INSURANCE COMPANY$366K2302024
Retirement plans
Welfare plans
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