Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$834K
- Prescription drug$834K
- Other$24K
- Short-term disability$7K
- Long-term disability$4K
- Life$2K
Sponsor portfolioTH
SERVU FEDERAL CREDIT UNION
EIN 16-6041830bankingLatest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$871K premiums
Participants
277
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $871K premiums / 131 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- COMPANION LIFE INSURANCE COMPANY2%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- AFLAC1%
Broker market share
Schedule A broker compensation
97%top
- BROWN & BROWN INSURANCE SERVICES97%
- ROBERT M NAPRAVA JR0%
- ROBERT G. RELPH AGENCY, INC.0%
- THOMAS R PAQUIN0%
- DEBRA M PARKER0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SERVU FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$11.2M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SERVU FEDERAL CREDIT UNION WELFARE BENEFIT PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$871K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SERVU FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $11.2M | 145 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SERVU FEDERAL CREDIT UNION WELFARE BENEFIT PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $871K | 131 | 2025 |
Retirement plans
Welfare plans