About TruStage
<p>Works with credit unions and their members on insurance and investment products, with recordkeeping support for employer-sponsored retirement plans. TruStage is an <a href="/retirement-plans">retirement plan provider</a> that operates as an administrator and focuses on plan operations that tie back to the credit-union market.</p> <p>Founded in 1935, the firm is headquartered in Madison, part of the Madison metro in south-central Wisconsin, and employs 3,000 people. TruStage reports 3,517 clients (2025).</p> <p>Plan sponsors that want a provider familiar with credit-union distribution often look here for day-to-day plan administration and recordkeeping tasks. The differentiator is its close alignment with credit unions and their member base, rather than a general-market approach.</p> <ul> <li>Administrator with recordkeeping services</li> <li>Supports credit unions and their members with insurance and investment products</li> <li>Founded in 1935</li> <li>Headquarters: Madison (Madison metro), Wisconsin</li> <li>Reports 3,517 clients (2025)</li> </ul>
Website: https://trustage.com
Founded: 1935
Employees: 3000
Office Locations
- Madison, WI (Headquarters)
Services Offered
- Recordkeeping
Client Statistics (2025)
- Total Clients: 10,091
- Total AUM: $22
- Total Participants: 250,782
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| KODAK RETIREMENT INCOME PLAN | EASTMAN KODAK COMPANY, NY | $3.1B | 1,930 |
| NATIONAL ROOFING INDUSTRY PENSION FUND | NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATION, MN | $2.1B | 14,618 |
| CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN | CREDIT UNION RETIREMENT PLAN ASSOCIATION, WI | $2.1B | 19,109 |
| LOCAL 282 PENSION TRUST FUND | BOARD OF TRUSTEES OF LOCAL 282, NY | $1.4B | 3,000 |
| RETIREMENT PLAN FOR MICHIGAN CREDIT UNION EMPLOYEES 401(K) SAVINGS PLAN | MICHIGAN CREDIT UNION LEAGUE, MI | $996M | 9,626 |
| MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN, MD | $925M | 2,436 |
| TEAMSTER LOCAL 282 ANNUITY TRUST FUND | BOARD OF TRUSTEES LOCAL 282, NY | $886M | 3,993 |
| WESTCHESTER HEAVY CONSTRUCTION LABORERS LOCAL 60 PENSION FUND | BOARD OF TRUSTEES LOCAL 60 PENSION FUND, NY | $341M | 1,006 |
| MEBA 401(K) PLAN | BOARD OF TRUSTEES MEBA 401(K) PLAN, MD | $331M | 1,904 |
| MEBA PENSION TRUST-MONEY PURCHASE BENEFIT PLAN | BOARD OF TRUSTEES, MEBA PENSION TRUST-MONEY PURCHASE BENEFIT, MD | $306M | 3,090 |
| MARYLAND ELECTRICAL INDUSTRY PENSION PLAN | MARYLAND ELECTRICAL IND PENSION, WV | $288M | 1,868 |
| WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND | BOARD OF TRUSTEES LOCAL 456 PENSION FUND, NY | $247M | 868 |
| TEAMSTERS LOCAL 456 ANNUITY FUND | BOARD OF TRUSTEES LOCAL 456 ANNUITY FUND, NY | $236M | 1,046 |
| NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN | TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN, MN | $235M | 9,509 |
| 1199 SEIU REGIONAL PENSION FUND | TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND, NY | $232M | 5,171 |
| CONSUMERS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | CONSUMERS CREDIT UNION, IL | $227M | 478 |
| UNITED WIRE, METAL & MACHINE PENSION FUND | BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUND, NY | $213M | 1,045 |
| REVISED PENSION PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES | PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, PA | $212M | 275 |
| ROBERTS OXYGEN COMPANY, INC. PROFIT SHARING PLAN | ROBERTS OXYGEN COMPANY, INC., MD | $201M | 516 |
| ANNUITY FUND OF HEAT AND FROST INSULATORS LOCAL 12 | BOARD OF TRUSTEES ANNUITY FUND OF HEAT AND FROST INSULATORS LOCAL 12, NY | $200M | 461 |
Showing top 20 of 355 plans serviced in 2025.