Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$284K
- Prescription drug$284K
- Other$44K
- Dental$41K
- Vision$41K
- Life$41K
- +1 more
Sponsor portfolioTH
O BEE CREDIT UNION
EIN 91-0639210bankingLatest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$328K premiums
Participants
366
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $328K premiums / 247 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- PRINCIPAL LIFE INSURANCE COMPANY13%
- FIRST CHOICE HEALTH1%
Broker market share
Schedule A broker compensation
56%top
- BROWN & BROWN INSURANCE SERVICES56%
- ACRISURE LLC28%
- CONNEXION INSURANCE SOLUTIONS17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
O BEE CREDIT UNION 401(K) PLAN
401k
Assets$13.9M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
O BEE CREDIT UNION WELFARE BENEFITS PLAN
Fully Insured - PREMERA BLUE CROSS
Premiums$328K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | O BEE CREDIT UNION 401(K) PLAN | 401k | $13.9M | 210 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O BEE CREDIT UNION WELFARE BENEFITS PLAN | Fully Insured | PREMERA BLUE CROSS | $328K | 247 | 2025 |
Retirement plans
Welfare plans