Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$79.3M
- PLAN AND TRUST (#001)$17.4M
Filings through .
Top hat
Gesa Credit Union
EIN 91-0616262financial servicesLatest filing 2025
Plans
4
Retirement
3
$124.6M assets
Health & Benefits
1
$362K premiums
Participants
2,716
51 GAGE BLVD - RICHLAND, WA 993529700509-378-3100gesa.comLinkedIn501-1000 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $124.6M assets / 1,838 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $362K premiums / 872 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$362K
- Short-term disability$362K
- Long-term disability$362K
- Other$362K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
GESA CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$79.3M
Participants1,228
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
INSPIRUS CREDIT UNION 401(K) PLAN
401(k)
Assets$27.8M
Participants93
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
GESA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Cash balance
Assets$17.4M
Participants517
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GESA CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$362K
Covered lives872
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | GESA CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $79.3M | 1,228 | 2025 |
| #003 | INSPIRUS CREDIT UNION 401(K) PLAN | 401(k) | $27.8M | 93 | 2024 |
| #001 | GESA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | Cash balance | $17.4M | 517 | 2025 |
- #002 · 401(k) · 20251,228
- #003 · 401(k) · 202493
- #001 · Cash balance · 2025517
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GESA CREDIT UNION HEALTH AND WELFARE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $362K | 872 | 2025 |
- #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025872
Retirement plans
Health & Benefits plans