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Sponsor portfolioTH

VALLEY FIRST CREDIT UNION

EIN 94-1439553-financial services-Latest filing 2025
Plans
3
Retirement
2
$23.4M assets
Welfare
1
$1.3M premiums
Participants
609
1005 W ORANGEBURG AVE - MODESTO, CA 95350209-549-8500valleyfirstcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#003401k-$11.7M - 220 part#333401k-$11.7M - 220 part#502Fully Insured-$1.3M - 336 lives

Retirement portfolio analytics

2 plans aggregated / $23.4M assets / 440 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • 401(K) RETIREMENT PLAN (#003)50%
  • 401(K) RETIREMENT PLAN (#333)50%
Total $23.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)220
  • 401(K) RETIREMENT PLAN (#333)220
Total 440Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$138K
  • Vision$138K
  • Other$114K
  • Short-term disability$80K
  • Life$80K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • KAISER FOUNDATION HEALTH PLAN INC80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • EVCO INSURANCE SERVICES INC86%
  • AMWINS14%
  • ROBERT WILLIAMS0%
Total $97K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VALLEY FIRST CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$11.7M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

VALLEY FIRST CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$11.7M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VALLEY FIRST CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.3M
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003VALLEY FIRST CREDIT UNION 401(K) RETIREMENT PLAN401k$11.7M2202024
333VALLEY FIRST CREDIT UNION 401(K) RETIREMENT PLAN401k$11.7M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VALLEY FIRST CREDIT UNION HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.3M3362025
Retirement plans
Welfare plans
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