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  2. Harborstone Credit Union
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Filings through Oct 24, 2026.

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Harborstone Credit Union

EIN 91-0659059-financial services-Latest filing 2025
Plans
2
Retirement
1
$67.9M assets
Health & Benefits
1
$3.9M premiums
Participants
1,027
PO BOX 4207 - TACOMA, WA 984380207253-589-8014harborstone.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401(k)-$67.9M - 614 part#501Mixed-$3.9M - 547 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.9M premiums / 547 covered lives

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
Total $3.9M5 rows
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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

HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN

401(k)

Assets$67.9M
Participants614
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HARBORSTONE CREDIT UNION WELFARE BENEFIT PLAN

Mixed - REGENCE BLUESHIELD

Premiums$3.9M
Covered lives547
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN401(k)$67.9M6142025
  • HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN$67.9M
    #002 · 401(k) · 2025614

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HARBORSTONE CREDIT UNION WELFARE BENEFIT PLANMixedREGENCE BLUESHIELD$3.9M5472025
  • HARBORSTONE CREDIT UNION WELFARE BENEFIT PLAN$3.9M
    #501 · Mixed · REGENCE BLUESHIELD · 2025547
Retirement plans
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