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Sponsor portfolioTH

SUN WEST FEDERAL CREDIT UNION

EIN 86-0097752-Latest filing 2025
Plans
3
Retirement
2
$17.1M assets
Welfare
1
$551K premiums
Participants
351
5323 NORTH 99TH AVENUE - PHOENIX, AZ 85307602-866-1184
Plans on this EIN
3 filings
#001TraditionalDB-$14.7M - 121 part#002401k-$2.4M - 125 part#501Fully Insured-$551K - 147 lives

Retirement portfolio analytics

2 plans aggregated / $17.1M assets / 246 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN AND TRUST (#001)86%
  • CREDIT UNION 401(K) (#002)14%
Total $17.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)125
  • PLAN AND TRUST (#001)121
Total 246Click row to drill in

Benefits portfolio analytics

1 plan / $551K premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$551K
  • Health$449K
  • Dental$449K
  • Vision$449K
  • Prescription drug$449K
  • Life$102K
  • +2 more
Total $551K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
Total $551K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GBS ARIZONA INC100%
Total $76K1 slice

Plan deep-dives

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

SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$14.7M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUNWEST FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$2.4M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUN WEST FEDERAL CREDIT UNION PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$551K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$14.7M1212024
002SUNWEST FEDERAL CREDIT UNION 401(K) PLAN401k$2.4M1252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUN WEST FEDERAL CREDIT UNION PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$551K1472025
Retirement plans
Welfare plans
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