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Sponsor portfolioWelfare / HealthEIN 56-0582032

TRULIANT FEDERAL CREDIT UNION

3200 TRULIANT WAY · WINSTON-SALEM, NC 27103
3362932060
Plans filed
2
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
2,705
No prior year
Total participants
1,772
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.4M
TRULIANT FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Mixed1,936 covered·2 carriers
Primary: AMERITAS LIFE INSURANCE CORP
Plan #502$214K
TRULIANT FEDERAL CREDIT UNION GROUP LONG TERM DISABILITY INSURANCE PLAN
Fully insured769 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$935K30.4%
Vision$935K30.4%
Life$493K16.1%
Other$493K16.1%
Long-term disability$214K7.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$935K56.9%111,936
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$708K43.1%221,656

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCAMERITAS LIFE INSURANCE CORP, UNUM LIFE INSURANCE COMPANY OF AMERICA$222K$26K$248K100.0%2

History & trajectory

10 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
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