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Sponsor portfolioTH

GESA CREDIT UNION

EIN 91-0616262-financial services-Latest filing 2025
Plans
4
Retirement
3
$86.3M assets
Welfare
1
$362K premiums
Participants
2,522
51 GAGE BLVD - RICHLAND, WA 99352509-378-3100gesa.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
4 filings
#002401k-$41.1M - 1,034 part#003401k-$27.8M - 93 part#001CashBalance-$17.4M - 517 part#501Mixed-$362K - 872 lives

Retirement portfolio analytics

3 plans aggregated / $86.3M assets / 1,644 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • PLAN AND TRUST (#002)48%
  • CREDIT UNION 401(K) (#003)32%
  • PLAN AND TRUST (#001)20%
Total $86.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1,034
  • PLAN AND TRUST (#001)517
  • CREDIT UNION 401(K) (#003)93
Total 1,644Click row to drill in

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
Total $362K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $362K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMG100%
Total $1791 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GESA CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$41.1M
Participants1,034
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

INSPIRUS CREDIT UNION 401(K) PLAN

401k

Assets$27.8M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

GESA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$17.4M
Participants517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GESA CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$362K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002GESA CREDIT UNION 401(K) PLAN AND TRUST401k$41.1M1,0342024
003INSPIRUS CREDIT UNION 401(K) PLAN401k$27.8M932024
001GESA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$17.4M5172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GESA CREDIT UNION HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$362K8722025
Retirement plans
Welfare plans
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