Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$114K
- Other$112K
- Long-term disability$67K
- Life$57K
- Vision$55K
Sponsor portfolioTH
VANTAGE WEST CREDIT UNION
EIN 86-0120482bankingLatest filing 2025
Plans
2
Retirement
1
$56.6M assets
Welfare
1
$356K premiums
Participants
1,101
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $356K premiums / 492 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY67%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- VISION SERVICE PLAN15%
Broker market share
Schedule A broker compensation
81%top
- CBIZ BENEFITS & INSURANCE SERVICES81%
- FMLA SOURCE INC11%
- R AND T FIGUEROA LLC4%
- KURZ & VALDEZ BENEFIT ENROLLMENT SO1%
- BST COMPANIES INC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VANTAGE WEST CREDIT UNION 401(K) PLAN
401k
Assets$56.6M
Participants601
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
VANTAGE WEST CREDIT UNION BENEFIT WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$356K
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VANTAGE WEST CREDIT UNION 401(K) PLAN | 401k | $56.6M | 601 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | VANTAGE WEST CREDIT UNION BENEFIT WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $356K | 492 | 2025 |
Retirement plans
Welfare plans