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Sponsor portfolioTH

PEAK CREDIT UNION

EIN 91-0440744-banking-Latest filing 2025
Plans
3
Retirement
1
$85.7M assets
Welfare
2
$1.9M premiums
Participants
1,868
PO BOX 718 - OLYMPIA, WA 98507800-452-9515twinstarcu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$85.7M - 1,033 part#504Fully Insured-$1.1M - 512 lives#503Mixed-$746K - 835 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 1,347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$545K
  • Life$490K
  • Long-term disability$490K
  • Vision$201K
  • Dental$14K
Total $746K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • STANDARD INSURANCE COMPANY66%
  • VISION SERVICE PLAN27%
  • CANOPY5%
  • AFLAC2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $746K5 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • K.P.D. INSURANCE, LLC48%
  • IMA, INC.33%
  • GCG FINANCIAL LLC9%
  • CAROL ANN KENYON4%
  • MARCI MARIE OTIS4%
  • +3 more
Total $48K8 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

TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN

401k

Assets$85.7M
Participants1,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TWINSTAR CREDIT UNION DBA NORTHWEST COMMUNITY CREDIT UNION HEALTH & WELFARE BENEFIT PLAN

Fully Insured - PACIFICSOURCE HEALTH PLANS

Premiums$1.1M
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PEAK CREDIT UNION HEALTH & WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$746K
Covered lives835
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN401k$85.7M1,0332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TWINSTAR CREDIT UNION DBA NORTHWEST COMMUNITY CREDIT UNION HEALTH & WELFARE BENEFIT PLANFully InsuredPACIFICSOURCE HEALTH PLANS$1.1M5122024
503PEAK CREDIT UNION HEALTH & WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$746K8352025
Retirement plans
Welfare plans
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