Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.3M
- Prescription drug$3.8M
- Dental$359K
- Other$288K
- Life$243K
- Short-term disability$223K
- +2 more
Sponsor portfolioTH
CHEVRON FEDERAL CREDIT UNION
EIN 94-0878385financial servicesLatest filing 2025
Plans
2
Retirement
1
$90.8M assets
Welfare
1
$7.9M premiums
Participants
778
2300 CLAYTON RD, STE 700 - CONCORD, CA 94520510-627-5270chevronfcu.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.9M premiums / 358 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- KAISER FOUNDATION HEALTH PLAN INC47%
- AETNA LIFE INSURANCE COMPANY43%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
70%top
- AON CONSULTING INC70%
- BEERE & PURVES INC25%
- CUSTOM BENEFIT PROGRAMS INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CHEVRON FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$90.8M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHEVRON FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$7.9M
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHEVRON FEDERAL CREDIT UNION 401(K) PLAN | 401k | $90.8M | 426 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHEVRON FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $7.9M | 358 | 2025 |
Retirement plans
Welfare plans