Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.9M
- Prescription drug$6.9M
- Other$497K
- Life$450K
- Short-term disability$334K
- Long-term disability$334K
- +1 more
Sponsor portfolioTH
SAFE CREDIT UNION
EIN 94-1179501financial servicesLatest filing 2025
Plans
2
Retirement
1
$97.1M assets
Welfare
1
$7.6M premiums
Participants
1,577
2295 IRON POINT ROAD, SUITE 100 - FOLSOM, CA 95630916-971-2203safecu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.6M premiums / 655 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- KAISER FOUNDATION HEALTH PLAN INC45%
- WESTERN HEALTH ADVANTAGE27%
- SUTTER HEALTH PLAN18%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN1%
- +1 more
Broker market share
Schedule A broker compensation
62%top
- USI INSURANCE SERVICES LLC62%
- BENEFIT COMMUNICATIONS INC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN
401k
Assets$97.1M
Participants922
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SAFE CREDIT UNION HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$7.6M
Covered lives655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN | 401k | $97.1M | 922 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SAFE CREDIT UNION HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $7.6M | 655 | 2025 |
Retirement plans
Welfare plans