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Sponsor portfolioTH

PROVIDENT CREDIT UNION

EIN 94-1482957-banking-Latest filing 2025
Plans
2
Retirement
1
$67.2M assets
Welfare
1
$6.8M premiums
Participants
797
303 TWIN DOLPHIN DRIVE - REDWOOD CITY, CA 94065800-632-4600providentcu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#003401k-$67.2M - 456 part#501Fully Insured-$6.8M - 452 lives

Benefits portfolio analytics

1 plan / $6.8M premiums / 452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Prescription drug$6.1M
  • Dental$350K
  • Other$219K
  • Life$218K
  • Short-term disability$218K
  • +2 more
Total $6.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN2%
  • +1 more
Total $6.8M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $6K1 slice

Plan deep-dives

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

PROVIDENT CREDIT UNION RETIREMENT PLAN

401k

Assets$67.2M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENT CREDIT UNION EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$6.8M
Covered lives452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PROVIDENT CREDIT UNION RETIREMENT PLAN401k$67.2M4562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENT CREDIT UNION EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$6.8M4522025
Retirement plans
Welfare plans
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