Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$191K
- Short-term disability$191K
- Long-term disability$191K
Sponsor portfolioTH
WESTMARK CREDIT UNION
EIN 82-0218879bankingLatest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$191K premiums
Participants
601
2520 CHANNING WAY - IDAHO FALLS, ID 834047515208-523-2722westmark.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $191K premiums / 512 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
100%top
- RYAN ANDERSON100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WESTMARK CREDIT UNION 401(K) SAVINGS RETIREMENT PLAN
401k
Assets$19.2M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN
Fully Insured - THE HARTFORD
Premiums$191K
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTMARK CREDIT UNION 401(K) SAVINGS RETIREMENT PLAN | 401k | $19.2M | 354 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTMARK CREDIT UNION WELFARE BENEFIT PLAN | Fully Insured | THE HARTFORD | $191K | 512 | 2025 |
Retirement plans
Welfare plans