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Sponsor portfolioTH

CANVAS CREDIT UNION

EIN 84-6023137-financial services-Latest filing 2025
Plans
2
Retirement
1
$67.0M assets
Welfare
1
$791K premiums
Participants
1,593
9990 PARK MEADOWS DRIVE - LONE TREE, CO 80124303-639-2171canvas.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$67.0M - 857 part#501Mixed-$791K - 736 lives

Benefits portfolio analytics

1 plan / $791K premiums / 736 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$739K
  • Life$551K
  • Short-term disability$551K
  • Long-term disability$551K
  • Vision$52K
Total $791K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA92%
  • VISION SERVICE PLAN7%
  • COMPSYCH1%
Total $791K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • IMA, INC.83%
  • WATCHTOWER TECHNOLOGIES INC17%
Total $55K2 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

CANVAS CREDIT UNION SAVINGS PLAN

401k

Assets$67.0M
Participants857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CANVAS CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$791K
Covered lives736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CANVAS CREDIT UNION SAVINGS PLAN401k$67.0M8572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CANVAS CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$791K7362025
Retirement plans
Welfare plans
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