# TruStage Source: https://planprovider.pro/provider/trustage > Works with credit unions and their members on insurance and investment products, with recordkeeping support for employer-sponsored retirement plans. TruStage… Third-Party Administrator Madison, WI ## About TruStage

Works with credit unions and their members on insurance and investment products, with recordkeeping support for employer-sponsored retirement plans. TruStage is an retirement plan provider that operates as an administrator and focuses on plan operations that tie back to the credit-union market.

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).

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.

Website: [https://trustage.com](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. [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/trustage) © 2026 PlanProvider.Pro