Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Prescription drug$3.7M
- Other$289K
- Life$276K
- Long-term disability$276K
Sponsor portfolioTH
HARBORSTONE CREDIT UNION
EIN 91-0659059financial servicesLatest filing 2025
Plans
2
Retirement
1
$54.2M assets
Welfare
1
$3.9M premiums
Participants
842
9611 GRAVELLY LAKE DRIVE - LAKEWOOD, WA 98499253-589-8024harborstone.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 547 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- STANDARD INSURANCE COMPANY7%
- FIRST CHOICE HEALTH0%
Broker market share
Schedule A broker compensation
100%top
- PROPEL INSURANCE AGENCY, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN
401k
Assets$54.2M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARBORSTONE CREDIT UNION WELFARE BENEFIT PLAN
Mixed - REGENCE BLUESHIELD
Premiums$3.9M
Covered lives547
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN | 401k | $54.2M | 429 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARBORSTONE CREDIT UNION WELFARE BENEFIT PLAN | Mixed | REGENCE BLUESHIELD | $3.9M | 547 | 2025 |
Retirement plans
Welfare plans