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Sponsor portfolioWelfare / HealthEIN 73-0561962

TRUITY CREDIT UNION

501 SOUTH JOHNSTONE AVENUE · BARTLESVILLE, OK 74003
9183387857
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$328K
No prior year
Persons covered
408
No prior year
Total participants
221
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$328K
TRUITY CREDIT UNION EMPLOYEE INSURANCE BENEFIT PLAN
Mixed408 covered·6 carriers
Primary: BLUECROSS BLUESHIELD OF OKLAHOMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$178K34.2%
Other$123K23.7%
Life$95K18.4%
Long-term disability$95K18.4%
Vision$28K5.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
D
$178K54.2%11408
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
LLTDOth
$95K29.1%11221
VISION SERVICE PLAN
EIN 061227840
V
$28K8.4%11184
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$18K5.6%1186
RECURO HEATH, INC,
EIN 861571589
Oth
$6K1.8%11244
BENEFIT INTELLIGENCE
EIN 860921648
Oth
$3K1.0%11190

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDTULSA, OKAMERICAN HERITAGE LIFE INSURANCE COMPANY, VISION SERVICE PLAN, DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA$24K$36K$60K80.9%1
GALLAGHER BENEFIT SERVICES, INC.EDMOND, OKAMERICAN HERITAGE LIFE INSURANCE COMPANY, VISION SERVICE PLAN, DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA$14K$3$14K19.1%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
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