Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$50K
- Life$45K
- Other$45K
Sponsor portfolioTH
WAUNA FEDERAL CREDIT UNION
EIN 93-0562551Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$50K premiums
Participants
266
101 TRUEHAAK - CLATSKANIE, OR 97016503-728-4321
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $50K premiums / 195 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
100%top
- CU BENEFITS ALLIANCE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WAUNA FEDERAL CREDIT UNION SAVINGS AND INVESTMENT PLAN
401k
Assets$10.7M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WAUNA FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$50K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WAUNA FEDERAL CREDIT UNION SAVINGS AND INVESTMENT PLAN | 401k | $10.7M | 154 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WAUNA FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $50K | 195 | 2025 |
Retirement plans
Welfare plans