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  2. Patelco Credit Union
  • Retirement analytics
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Filings through Oct 24, 2026.

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Patelco Credit Union

EIN 94-0755684-banking-Latest filing 2025
Plans
3
Retirement
2
$220.9M assets
Health & Benefits
1
$8.1M premiums
Participants
2,672
3 PARK PLACE - DUBLIN, CA 94568925-598-3804patelco.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#003401(k)-$148.0M - 1,218 part#001Traditional DB-$72.8M - 649 part#502Mixed-$8.1M - 854 lives

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

Retirement portfolio analytics

2 plans aggregated / $220.9M assets / 1,867 participants

Assets by plan

Share of aggregate retirement assets

  • UNION EMPLOYEES 401(K) (#003)$148.0M
  • CREDIT UNION PENSION (#001)$72.8M
Total $220.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$148.0M
  • EMPOWER ADVISORY GROUP, LLC$72.8M
Total $220.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES 401(K) (#003)1,218
  • CREDIT UNION PENSION (#001)649
Total 1,867Select a row to open it

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
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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#003

PATELCO CREDIT UNION EMPLOYEES 401(K) PLAN

401(k)

Assets$148.0M
Participants1,218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PATELCO CREDIT UNION PENSION PLAN

Traditional DB

Assets$72.8M
Participants649
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

PATELCO CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$8.1M
Covered lives854
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003PATELCO CREDIT UNION EMPLOYEES 401(K) PLAN401(k)$148.0M1,2182025
#001PATELCO CREDIT UNION PENSION PLANTraditional DB$72.8M6492025
  • PATELCO CREDIT UNION EMPLOYEES 401(K) PLAN$148.0M
    #003 · 401(k) · 20251,218
  • PATELCO CREDIT UNION PENSION PLAN$72.8M
    #001 · Traditional DB · 2025649

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502PATELCO CREDIT UNION EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$8.1M8542025
  • PATELCO CREDIT UNION EMPLOYEE BENEFITS PLAN$8.1M
    #502 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025854
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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