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Form 5500 · Employee benefit plan · BARTLESVILLE, OK

TRUITY CREDIT UNION

Public Form 5500 records show how TRUITY CREDIT UNION (BARTLESVILLE, OK) structures its employee benefits. Its broker of record is HUB INTERNATIONAL MIDWEST LIMITED. Coverage is written through BLUECROSS BLUESHIELD OF OKLAHOMA and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-0561962 · plan 501 · as of Jul 2026

Participants
215
Carriers on file
6
Disclosed commissions
$37,352
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF OKLAHOMADental397December$17,284
DEARBORN LIFE INSURANCE COMPANYLife, Disability222December$13,653
AMERICAN HERITAGE LIFE INSURANCE COMPANY88December$3,729
VISION SERVICE PLANVision185December$2,686
BENEFIT INTELLIGENCE197December$0
COMMUNITYCARE HMO227January$0

Questions

Who is TRUITY CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, TRUITY CREDIT UNION's broker of record is HUB INTERNATIONAL MIDWEST LIMITED.

What insurance carrier does TRUITY CREDIT UNION use?

TRUITY CREDIT UNION's benefit plan is written through BLUECROSS BLUESHIELD OF OKLAHOMA, among 6 disclosed carriers.

When does TRUITY CREDIT UNION's group plan renew?

The most recent Schedule A policy period for TRUITY CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRUITY CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.