Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$381K
- Vision$381K
- Life$381K
- Short-term disability$381K
- Long-term disability$381K
- Other$381K
- +1 more
Filings through .
Top hat
Credit Union West
EIN 86-0108241financial servicesLatest filing 2025
Plans
3
Retirement
1
$28.1M assets
Health & Benefits
2
$1.1M premiums
Participants
793
10150 W DESERT RIVER RD - GLENDALE, AZ 85305602-631-3421cuwest.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.1M premiums / 765 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#033
CREDIT UNION WEST 401(K) PLAN
401(k)
Assets$28.1M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CREDIT UNION WEST FLEXIBLE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$723K
Covered lives402
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
CREDIT UNION WEST FLEXIBLE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$364K
Covered lives363
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #033 | CREDIT UNION WEST 401(K) PLAN | 401(k) | $28.1M | 307 | 2025 |
- #033 · 401(k) · 2025307
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CREDIT UNION WEST FLEXIBLE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $723K | 402 | 2025 |
| #501 | CREDIT UNION WEST FLEXIBLE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $364K | 363 | 2024 |
- #502 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025402
- #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2024363
Retirement plans
Health & Benefits plans