PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. QUALSTAR CREDIT UNION
Sponsor portfolio

QUALSTAR CREDIT UNION

EIN 91-6035907-banking-Latest filing 2025
Plans
3
Retirement
2
$50.5M assets
Welfare
1
$1.2M premiums
Participants
477
PO BOX 3050 - BOTHELL, WA 98041425-643-3400qualstarcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$34.9M - 209 part#002401k-$15.7M - 158 part#501Fully Insured-$1.2M - 141 lives

Retirement portfolio analytics

2 plans aggregated / $50.5M assets / 367 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFINED BENEFIT PLAN (#001)69%
  • PROFIT SHARING PLAN (#002)31%
Total $50.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)209
  • PROFIT SHARING PLAN (#002)158
Total 367Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$42K
  • Long-term disability$42K
  • Other$42K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • KAISER FOUNDATION HEALTH PLAN INC96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $62K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN

TraditionalDB

Assets$34.9M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

QUALSTAR CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$15.7M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

QUALSTAR CREDIT UNION

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Premiums$1.2M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001QUALSTAR CREDIT UNION DEFINED BENEFIT PLANTraditionalDB$34.9M2092024
002QUALSTAR CREDIT UNION 401(K) PROFIT SHARING PLAN401k$15.7M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501QUALSTAR CREDIT UNIONFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$1.2M1412025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica