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

MERIDIAN TRUST FEDERAL CREDIT UNION

EIN 83-0179749-financial services-Latest filing 2024
Plans
3
Retirement
1
$8.2M assets
Welfare
2
$29K premiums
Participants
295
2223 WARREN AVE - CHEYENNE, WY 820013741307-635-7878mymeridiantrust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$8.2M - 176 part#502Fully Insured-$22K - 96 lives#501Fully Insured-$7K - 119 lives

Benefits portfolio analytics

2 plans / $29K premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$22K
  • Life$7K
  • Other$7K
Total $29K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA75%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
Total $29K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HUB INTERNATIONAL MIDWEST LIMITED74%
  • DIGITAL INSURANCE LLC26%
Total $4K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MERIDIAN TRUST FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN

401k

Assets$8.2M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERIDIAN TRUST FCU STD PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$22K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MERIDIAN TRUST FCU LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$7K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MERIDIAN TRUST FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN401k$8.2M1762024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERIDIAN TRUST FCU STD PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$22K962024
501MERIDIAN TRUST FCU LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$7K1192024
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