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Sponsor portfolioTH

STANFORD FEDERAL CREDIT UNION

EIN 94-1492212-financial services-Latest filing 2025
Plans
2
Retirement
1
$41.4M assets
Welfare
1
$1.9M premiums
Participants
707
1860 EMBARCADERO ROAD - PALO ALTO, CA 943033335650-842-6080LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$41.4M - 456 part#501Fully Insured-$1.9M - 250 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$282K
  • Vision$282K
  • Life$282K
  • Short-term disability$282K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFITEDGE INSURANCE SERVICES100%
Total $99K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STANFORD FEDERAL CREDIT UNION DEFERRED COMPENSATION PLAN

401k

Assets$41.4M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STANFORD FEDERAL CREDIT UNION WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.9M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STANFORD FEDERAL CREDIT UNION DEFERRED COMPENSATION PLAN401k$41.4M4562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STANFORD FEDERAL CREDIT UNION WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.9M2502025
Retirement plans
Welfare plans
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