PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CREDIT UNION WEST

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 86-0108241

CREDIT UNION WEST

PO BOX 7600 · GLENDALE, AZ 85307
6026313226
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$723K
No prior year
Persons covered
402
No prior year
Total participants
264
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$723K
CREDIT UNION WEST FLEXIBLE BENEFIT PLAN
Mixed402 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #501$364K
CREDIT UNION WEST FLEXIBLE BENEFIT PLAN
Mixed363 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$381K14.5%
Vision$381K14.5%
Life$381K14.5%
Short-term disability$381K14.5%
Long-term disability$381K14.5%
Other$381K14.5%
Stop-loss$341K13.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$381K52.8%11402
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
SL
$341K47.2%11207

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIAM A GRAHAM COMPANYTAMPA, FLPRINCIPAL LIFE INSURANCE COMPANY$18K$0$18K50.0%1
ROBERT FABRIZIO SRTAMPA, FLPRINCIPAL LIFE INSURANCE COMPANY$18K$0$18K50.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica