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Sponsor portfolioTH

PATELCO CREDIT UNION

EIN 94-0755684-banking-Latest filing 2025
Plans
3
Retirement
2
$199.7M assets
Welfare
1
$8.1M premiums
Participants
2,309
3 PARK PLACE - DUBLIN, CA 94568925-598-3801patelco.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#003401k-$127.7M - 852 part#001TraditionalDB-$71.9M - 652 part#502Mixed-$8.1M - 854 lives

Retirement portfolio analytics

2 plans aggregated / $199.7M assets / 1,504 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • UNION EMPLOYEES 401(K) (#003)64%
  • CREDIT UNION PENSION (#001)36%
Total $199.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
64%top
  • CMFG LIFE INSURANCE COMPANY64%
  • GREAT-WEST LIFE & ANNUITY INSURANCE36%
Total $199.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES 401(K) (#003)852
  • CREDIT UNION PENSION (#001)652
Total 1,504Click row to drill in

Benefits portfolio analytics

1 plan / $8.1M premiums / 854 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Stop-loss$1.2M
  • Other$622K
  • Life$470K
  • Long-term disability$470K
  • Vision$118K
Total $8.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • GERBER LIFE INSURANCE COMPANY15%
  • RELIASTAR LIFE INSURANCE COMPANY6%
  • AFLAC2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $8.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • RSC INSURANCE BROKERAGE INC74%
  • RISK STRATEGIES COMPANY26%
  • BENEDIKT N MASON0%
  • STEVEN R KARAS0%
  • DAVID J MCCLELLAN0%
Total $425K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PATELCO CREDIT UNION EMPLOYEES 401(K) PLAN

401k

Assets$127.7M
Participants852
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PATELCO CREDIT UNION PENSION PLAN

TraditionalDB

Assets$71.9M
Participants652
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PATELCO CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$8.1M
Covered lives854
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PATELCO CREDIT UNION EMPLOYEES 401(K) PLAN401k$127.7M8522024
001PATELCO CREDIT UNION PENSION PLANTraditionalDB$71.9M6522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PATELCO CREDIT UNION EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$8.1M8542025
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