PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Sunwest Federal Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Sunwest Federal Credit Union

EIN 86-0097752-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$17.5M assets
Health & Benefits
1
$551K premiums
Participants
333
5323 N 99TH AVE, SUITE 220 - GLENDALE, AZ 85305602-866-1184
Plans on this EIN
3 filings
#001Traditional DB-$15.2M - 103 part#002401(k)-$2.4M - 125 part#501Fully insured-$551K - 147 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $17.5M assets / 228 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$15.2M
  • CREDIT UNION 401(K) (#002)$2.4M
Total $17.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#002)125
  • PLAN AND TRUST (#001)103
Total 228Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Traditional DB

Assets$15.2M
Participants103
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SUNWEST FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$2.4M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SUN WEST FEDERAL CREDIT UNION PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$551K
Covered lives147
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditional DB$15.2M1032025
#002SUNWEST FEDERAL CREDIT UNION 401(K) PLAN401(k)$2.4M1252024
  • SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST$15.2M
    #001 · Traditional DB · 2025103
  • SUNWEST FEDERAL CREDIT UNION 401(K) PLAN$2.4M
    #002 · 401(k) · 2024125

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SUN WEST FEDERAL CREDIT UNION PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$551K1472025
  • SUN WEST FEDERAL CREDIT UNION PLAN$551K
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025147
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica