Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$331K
- Dental$330K
- Life$330K
- Short-term disability$330K
- +2 more
Sponsor portfolioTH
1ST UNITED CREDIT UNION
EIN 94-0335800financial servicesLatest filing 2024
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$2.8M premiums
Participants
384
5901 GIBRALTAR DR - PLEASANTON, CA 94588925-598-47061stunitedcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 230 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- KAISER FOUNDATION HEALTH PLAN INC68%
- SUTTER HEALTH PLAN19%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- VISION SERVICE PLAN1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
93%top
- USI INSURANCE SERVICES LLC93%
- UNKNOWN7%
- INTEGRITY ASSET SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
1ST UNITED CREDIT UNION PROFIT SHARING AND SAVINGS PLAN
401k
Assets$40.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
1ST UNITED CREDIT UNION HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.8M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 1ST UNITED CREDIT UNION PROFIT SHARING AND SAVINGS PLAN | 401k | $40.0M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | 1ST UNITED CREDIT UNION HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.8M | 230 | 2024 |
Retirement plans
Welfare plans