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Sponsor portfolioWelfare / HealthEIN 85-0113445

SUNWARD FEDERAL CREDIT UNION

3707 JUAN TABO BLVD NE · ALBUQUERQUE, NM 87111
5052377656
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$7.4M
No prior year
Persons covered
1,041
No prior year
Total participants
583
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$7.4M
SUNWARD FEDERAL CREDIT UNION WRAPPER PLAN
Mixed1,041 covered·9 carriers
Primary: BLUE CROSS BLUE SHIELD OF NEW MEXICO
Plan #501$5.5M
SANDIA LABORATORY FEDERAL CREDIT UNION WELFARE BENEFITS WRAP PLAN
Mixed886 covered·8 carriers
Primary: BLUE CROSS BLUE SHIELD OF NEW MEXICO

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.5M80.4%
Other$479K5.9%
Life$365K4.5%
Dental$346K4.3%
Long-term disability$308K3.8%
Vision$82K1.0%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$3.3M44.7%11287
PRESBYTERIAN HEALTH PLAN INC.
EIN 850105601
HOth
$3.2M42.9%12459
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$423K5.7%13583
DELTA DENTAL OF CALIFORNIA
EIN 850224562
D
$346K4.7%111,041
VISION SERVICE PLAN
EIN 363560825
V
$82K1.1%11596
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$34K0.5%11167
KAISER FOUNDATION HEALTH PLAN INC
EIN 941304523
H
$32K0.4%114

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDALBUQUERQUE, NMUNUM LIFE INSURANCE COMPANY OF AMERICA, METLIFE LEGAL PLANS, VISION SERVICE PLAN, PRESBYTERIAN HEALTH PLAN INC., UNUM INSURANCEW COMPANY$264K$15K$279K92.4%1
NOAH OROPEZALITCHFIELD PARK, AZUNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCEW COMPANY$5K$18K$23K7.6%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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