Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Vision$1.8M
- Prescription drug$1.8M
- Other$84K
- Life$66K
- +2 more
Sponsor portfolioTH
AMERICAN FIRST CREDIT UNION
EIN 33-0358683financial servicesLatest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$1.8M premiums
Participants
297
6 POINTE DRIVE, SUITE 400 - BREA, CA 928216322800-290-1112amerfirst.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 130 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CALIFORNIA PHYSICIANS SERVICE95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- HEALTH ADVOCATE SOLUTIONS, INC.0%
Broker market share
Schedule A broker compensation
93%top
- IMA, INC.93%
- CENTRO BENEFITS RESEARCH LLC5%
- VARIOUS - SEE ATTACHED2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERICAN FIRST CREDIT UNION 401(K) PLAN
401k
Assets$30.8M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERICAN FIRST CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$1.8M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICAN FIRST CREDIT UNION 401(K) PLAN | 401k | $30.8M | 175 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN FIRST CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $1.8M | 130 | 2025 |
Retirement plans
Welfare plans