Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$130K
- Life$83K
- Long-term disability$83K
- Dental$32K
- +1 more
Sponsor portfolioTH
MONTERRA CREDIT UNION
EIN 94-1231186bankingLatest filing 2025
Plans
2
Retirement
1
$43.6M assets
Welfare
1
$1.6M premiums
Participants
517
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 219 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- KAISER FOUNDATION HEALTH PLAN INC89%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- DELTA DENTAL OF CALIFORNIA2%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
76%top
- FILICE INSURANCE AGENCY76%
- ACRISURE LLC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
MONTERRA CREDIT UNION 401(K) PLAN
401k
Assets$43.6M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTERRA CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.6M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MONTERRA CREDIT UNION 401(K) PLAN | 401k | $43.6M | 297 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTERRA CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $1.6M | 219 | 2025 |
Retirement plans
Welfare plans