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Sponsor portfolioWelfare / HealthEIN 41-0749255
TRUSTONE FINANCIAL CREDIT UNION
14601 27TH AVENUE NORTH, SUITE 104 · PLYMOUTH, MN 55447
7635441517
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$457K
No prior year
Persons covered
860
No prior year
Total participants
563
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 |
|---|---|---|---|
| Life | $402K | 31.9% | |
| Long-term disability | $402K | 31.9% | |
| Other | $402K | 31.9% | |
| Vision | $55K | 4.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $402K | 88.0% | 1 | 1 | 561 |
EIN 430949844 | V | $55K | 12.0% | 1 | 1 | 860 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | KIMBERLY, WI | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., LIFE INSURANCE COMPANY OF NORTH AMERICA | $63K | $5K | $68K | 100.0% | 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