Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.4M
- Dental$5.4M
- Vision$5.4M
- Life$122K
- Short-term disability$122K
- Long-term disability$122K
- +1 more
Sponsor portfolioTH
TRUWEST CREDIT UNION
EIN 86-6050959bankingLatest filing 2025
Plans
2
Retirement
1
$39.1M assets
Welfare
1
$5.5M premiums
Participants
609
2190 E. ELLIOT ROAD, SUITE 310 - TEMPE, AZ 85284602-629-2063truwest.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.5M premiums / 276 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- SENTINEL INSURANCE AGENCY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUWEST 401(K) RETIREMENT PLAN
401k
Assets$39.1M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRUWEST CREDIT UNION HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.5M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUWEST 401(K) RETIREMENT PLAN | 401k | $39.1M | 330 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRUWEST CREDIT UNION HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.5M | 276 | 2025 |
Retirement plans
Welfare plans