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Sponsor portfolioTH

GOLDENWEST FEDERAL CREDIT UNION

EIN 87-0214471-financial services-Latest filing 2024
Plans
7
Retirement
2
$73.2M assets
Welfare
5
$876K premiums
Participants
4,195
5025 ADAMS AVE - OGDEN, UT 844021111801-621-4550gwcu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
7 filings
#001TraditionalDB-$46.2M - 706 part#002401k-$27.0M - 788 part#505Fully Insured-$372K - 488 lives#504Self Funded-$344K - 414 lives#502Fully Insured-$70K - 746 lives#506Fully Insured-$50K - 330 lives#501Fully Insured-$40K - 723 lives

Retirement portfolio analytics

2 plans aggregated / $73.2M assets / 1,494 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#001)63%
  • PLAN AND TRUST (#002)37%
Total $73.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • CMFG LIFE INSURANCE COMPANY37%
Total $73.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)788
  • PLAN AND TRUST (#001)706
Total 1,494Click row to drill in

Benefits portfolio analytics

5 plans / $876K premiums / 2,701 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$372K
  • Stop-loss$344K
  • Life$70K
  • Vision$50K
  • Long-term disability$40K
Total $876K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • SELECTHEALTH48%
  • UNITEDHEALTHCARE INSURANCE COMPANY39%
  • USABLE LIFE13%
Total $876K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • GOLDENWEST INSURANCE SERVICES85%
  • GOLDNEWEST INSURANCE SERVICES15%
Total $24K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GOLDENWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$46.2M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GOLDENWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$27.0M
Participants788
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GOLDENWEST CREDIT UNION DENTAL PLAN

Fully Insured - SELECTHEALTH

Premiums$372K
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GOLDENWEST CREDIT UNION HEALTH PLAN

Self Funded - UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH

Premiums$344K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GOLDENWEST CREDIT UNION GROUP LIFE AND AD&D PLAN

Fully Insured - USABLE LIFE

Premiums$70K
Covered lives746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GOLDENWEST CREDIT UNION VISION PLAN

Fully Insured - SELECTHEALTH

Premiums$50K
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GOLDENWEST CREDIT UNION LONG-TERM DISABILITY PLAN

Fully Insured - USABLE LIFE

Premiums$40K
Covered lives723
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLDENWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$46.2M7062024
002GOLDENWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$27.0M7882024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GOLDENWEST CREDIT UNION DENTAL PLANFully InsuredSELECTHEALTH$372K4882024
504GOLDENWEST CREDIT UNION HEALTH PLANSelf FundedUNITEDHEALTHCARE STOP LOSS-UNITED HEALTH$344K4142024
502GOLDENWEST CREDIT UNION GROUP LIFE AND AD&D PLANFully InsuredUSABLE LIFE$70K7462024
506GOLDENWEST CREDIT UNION VISION PLANFully InsuredSELECTHEALTH$50K3302024
501GOLDENWEST CREDIT UNION LONG-TERM DISABILITY PLANFully InsuredUSABLE LIFE$40K7232024
Retirement plans
Welfare plans
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