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

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 86-0120482

VANTAGE WEST CREDIT UNION

2480 NORTH ARCADIA · TUCSON, AZ 85712
5209176207
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$356K
No prior year
Persons covered
492
No prior year
Total participants
500
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #505$356K
VANTAGE WEST CREDIT UNION BENEFIT WELFARE PLAN
Mixed492 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #506$0
VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$114K28.2%
Other$112K27.6%
Long-term disability$67K16.5%
Life$57K14.1%
Vision$55K13.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$237K66.6%14492
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$64K18.0%1273
VISION SERVICE PLAN
EIN 061227840
V
$55K15.4%11369

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHUNITED OF OMAHA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, VISION SERVICE PLAN$56K$11K$67K81.5%1
FMLA SOURCE INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$9K$9K11.3%1
R AND T FIGUEROA LLCTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$182$3K4.2%1
KURZ & VALDEZ BENEFIT ENROLLMENT SOPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$471$305$7760.9%1
BST COMPANIES INCTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$719$0$7190.9%1
WILLIS TOWERS WATSON US LLCSCOTTSDALE, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$526$0$5260.6%1
CAROL JEAN HALLTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$200$1$2010.2%1
MARQUEZ BENEFIT GROUP LLCPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$115$0$1150.1%1
JEANNETTA NICKELSONMARANA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18$84$1020.1%1
EC BENEFITS INCPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$35$0$350.0%1
MARINA C LOVERIO RICO, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$21$0$210.0%1
SHAWN JEFFERY WARRENPEORIA, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18$0$180.0%1
JB & H LLCVAIL, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$15$0$150.0%1
JOSEPH QUINTANAPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
VINVENT TAYLOR ECHOLSTHATCHER, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%1
PAUL A BYNUMTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%1
ENRIQUE GONZALEZTUCSON, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%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