PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRUGROCER FEDERAL CREDIT UNION
Sponsor portfolioTH

TRUGROCER FEDERAL CREDIT UNION

EIN 82-0264981-financial services-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$904K premiums
Participants
145
501 E HIGHLAND ST - BOISE, ID 837066518208-385-5200trugrocer.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$7.5M - 79 part#501Fully Insured-$904K - 68 lives

Benefits portfolio analytics

1 plan / $904K premiums / 68 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$829K
  • Vision$829K
  • Dental$46K
  • Long-term disability$15K
  • Life$9K
  • Short-term disability$5K
Total $904K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE STANDARD3%
  • SYMETRA LIFE INSURANCE COMPANY1%
Total $904K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • SCOTT HOWELL84%
  • GALLAGHER BENEFIT SERVICES, INC.15%
  • RONALD L KENNEDY1%
Total $31K3 slices

Plan deep-dives

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

TRUGROCER FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$7.5M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUGROCER FEDERAL CREDIT UNION MEDICAL AND DENTAL BENEFITS PLAN

Fully Insured - BLUE CROSS OF IDAHO HEALTH SERVICES, INC.

Premiums$904K
Covered lives68
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUGROCER FEDERAL CREDIT UNION 401(K) PLAN401k$7.5M792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUGROCER FEDERAL CREDIT UNION MEDICAL AND DENTAL BENEFITS PLANFully InsuredBLUE CROSS OF IDAHO HEALTH SERVICES, INC.$904K682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica