Credit Union Trust
Credit Union Trust's network
9 people3 organisationsi9 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Amy Benner | Secretary/Treasurer | 2025 | 1 yr |
| Andy Burggraf | Trustee | 2025 | 1 yr |
| Becky Anthony | Trustee | 2020 | 6 yrs |
| Dave Shuey | Trustee | 2022 | 4 yrs |
| John Newett | Trustee | 2022 | 4 yrs |
| Lori Eltzroth | President | 2018 | 8 yrs |
| Marissa Lynch | Trustee | 2025 | 1 yr |
| Paul Obermeyer | Past Vice President | 2018 | 8 yrs |
| Stephanie Baggett | Trustee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Lori Eltzroth | President | 1 | $0 | ||
| Paul Obermeyer | Past Vice President | 1 | $0 | ||
| Stephanie Baggett | Trustee | 1 | $0 | ||
| Becky Anthony | Trustee | 1 | $0 | ||
| John Newett | Trustee | 1 | $0 | ||
| Dave Shuey | Trustee | 1 | $0 | ||
| Amy Benner | Secretary/Treasurer | 1 | $0 | ||
| Andy Burggraf | Trustee | 1 | $0 | ||
| Marissa Lynch | Trustee | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Credit Union Trust
- EIN
- 466746110
- Address
- 8415 Allison Pointe Blvd Ste 515, Indianapolis, IN, 46250-4159
- State
- Indiana
- Mission
- The trust is a "multiple employer welfare arrangement" as defined in section 3(40) of erisa. Its mission is to enable eligible employers to provide or make available welfare benefit coverages to their eligible employees and such employees' eligible dependents. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 2013
- Principal officer
- Lori Eltzroth (as named on the Form 990)
- IRS ruling date
- 1 September 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
Most connected
Longest observed on the filings
≥8years on the filingsLori Eltzroth
≥8years on the filingsPaul Obermeyer
≥8years on the filingsStephanie Baggett
≥6years on the filingsBecky Anthony
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $34.4m
- Total liabilities
- $5.9m
- Net assets or fund balances
- $28.5m
- Contributions and grants received
- $0
- Program service revenue
- $49.1m
- Employees
- 0
- Volunteers
- 9