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  2. American First Credit Union
  • Benefits analytics
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Filings through Oct 24, 2026.

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American First Credit Union

EIN 33-0358683-financial services-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Health & Benefits
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 filings
#001401(k)-$30.8M - 175 part#501Fully insured-$1.8M - 130 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.8M premiums / 130 covered lives

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
Total $1.9M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

AMERICAN FIRST CREDIT UNION 401(K) PLAN

401(k)

Assets$30.8M
Participants175
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AMERICAN FIRST CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.8M
Covered lives130
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AMERICAN FIRST CREDIT UNION 401(K) PLAN401(k)$30.8M1752025
  • AMERICAN FIRST CREDIT UNION 401(K) PLAN$30.8M
    #001 · 401(k) · 2025175

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AMERICAN FIRST CREDIT UNION EMPLOYEE BENEFITS PLANFully insuredCALIFORNIA PHYSICIANS' SERVICE$1.8M1302025
  • AMERICAN FIRST CREDIT UNION EMPLOYEE BENEFITS PLAN$1.8M
    #501 · Fully insured · CALIFORNIA PHYSICIANS' SERVICE · 2025130
Retirement plans
Health & Benefits plans

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