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Sponsor portfolioTH

TRAVIS CREDIT UNION

EIN 94-1242831-financial services-Latest filing 2025
Plans
2
Retirement
1
$75.2M assets
Welfare
1
$7.7M premiums
Participants
1,511
ONE TRAVIS WAY - VACAVILLE, CA 95687707-469-1634traviscu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$75.2M - 849 part#502Mixed-$7.7M - 733 lives

Benefits portfolio analytics

1 plan / $7.7M premiums / 733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Prescription drug$7.1M
  • Life$506K
  • Other$506K
  • Short-term disability$401K
  • Long-term disability$401K
  • +1 more
Total $7.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $7.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $289K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$75.2M
Participants849
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRAVIS CREDIT UNION MEDICAL, DENTAL, VISION LIFE AND LTD

Mixed - KAISER FOUNDATION HEALTH PLAN

Premiums$7.7M
Covered lives733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN401k$75.2M8492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRAVIS CREDIT UNION MEDICAL, DENTAL, VISION LIFE AND LTDMixedKAISER FOUNDATION HEALTH PLAN$7.7M7332025
Retirement plans
Welfare plans
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