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Sponsor portfolioTH

ONEAZ CREDIT UNION

EIN 86-0108770-banking-Latest filing 2025
Plans
2
Retirement
1
$52.0M assets
Welfare
1
$1.6M premiums
Participants
1,309
2355 WEST PINNACLE PEAK ROAD - PHOENIX, AZ 85027602-467-4125oneazcu.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401k-$52.0M - 668 part#505Mixed-$1.6M - 950 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 950 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$643K
  • Dental$367K
  • Other$257K
  • Short-term disability$193K
  • Life$189K
  • Long-term disability$133K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • BLUE CROSS OF CALIFORNIA39%
  • STANDARD INSURANCE COMPANY34%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ASSUREDPARTNERS76%
  • DULEY BOLWAR & ASSOCIATES INC19%
  • ASSUREDPARTERS OF ARRIZONA, LLC5%
Total $124K3 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

ONEAZ CREDIT UNION 401(K) PLAN

401k

Assets$52.0M
Participants668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ONEAZ CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.6M
Covered lives950
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ONEAZ CREDIT UNION 401(K) PLAN401k$52.0M6682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ONEAZ CREDIT UNION EMPLOYEE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF ARIZONA$1.6M9502025
Retirement plans
Welfare plans
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