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Sponsor portfolioWelfare / HealthEIN 23-1357086
TRUMARK FINANCIAL CREDIT UNION
335 COMMERCE DRIVE · FORT WASHINGTON, PA 19034
2159535308
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$474K
No prior year
Persons covered
588
No prior year
Total participants
431
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $295K | 22.3% | |
| Life | $283K | 21.4% | |
| Short-term disability | $283K | 21.4% | |
| Long-term disability | $283K | 21.4% | |
| Dental | $143K | 10.8% | |
| Vision | $36K | 2.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 221211670 | LSTDLTDOth | $283K | 59.7% | 1 | 1 | 424 |
EIN 066033492 | D | $143K | 30.2% | 1 | 1 | 588 |
EIN 251149206 | V | $36K | 7.6% | 1 | 1 | 311 |
EIN 222783544 | Oth | $9K | 2.0% | 1 | 1 | 44 |
EIN 591031071 | Oth | $2K | 0.5% | 1 | 1 | 1 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | AUSTIN, TX | PRUDENTIAL INSURANCE COMPANY OF AMERICA, VISION BENEFITS OF AMERICA, AETNA LIFE INSURANCE CORP., CIGNA HEALTH AND LIFE INSURANCE COMPANY | $22K | $6K | $28K | 99.7% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $91 | $91 | 0.3% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan