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Sponsor portfolioTH

WESTERRA CREDIT UNION

EIN 84-0188017-banking-Latest filing 2025
Plans
2
Retirement
1
$41.7M assets
Welfare
1
$1.1M premiums
Participants
716
3700 EAST ALAMEDA AVENUE - DENVER, CO 80209303-329-4501westerracu.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#033401k-$41.7M - 413 part#510Mixed-$1.1M - 301 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$694K
  • Dental$173K
  • Life$168K
  • Other$163K
  • Short-term disability$117K
  • Long-term disability$117K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • GRANULAR INSURANCE COMPANY63%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • DELTA DENTAL OF CALIFORNIA16%
  • EYEMED VISION CARE2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ALLIANT INSURANCE SERVICES, INC.75%
  • VARNEY & COMPANY BENEFITS ADVISORS19%
  • BENEFIT ADVISORS SERVICES GROUP LLC2%
  • STALWARD INSURANCE AGENCY2%
  • RINGMASTER INSURANCE AGENCY LLC1%
  • +1 more
Total $142K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

WESTERRA CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$41.7M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WESTERRA CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - GRANULAR INSURANCE COMPANY

Premiums$1.1M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
033WESTERRA CREDIT UNION CAPITAL ACCUMULATION PLAN401k$41.7M4132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WESTERRA CREDIT UNION HEALTH AND WELFARE PLANMixedGRANULAR INSURANCE COMPANY$1.1M3012025
Retirement plans
Welfare plans
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