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Sponsor portfolioTH

MERIWEST CREDIT UNION

EIN 94-1521987-financial services-Latest filing 2025
Plans
3
Retirement
2
$118.4M assets
Welfare
1
$3.5M premiums
Participants
1,008
5615 CHESBRO AVENUE - SAN JOSE, CA 95123408-363-3293meriwest.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$80.9M - 434 part#002401k-$37.5M - 343 part#501Mixed-$3.5M - 228 lives

Retirement portfolio analytics

2 plans aggregated / $118.4M assets / 777 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • UNION RETIREMENT PLAN (#001)68%
  • UNION 401K PLAN (#002)32%
Total $118.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • JOHN HANCOCK LIFE INSURANCE COMPANY32%
Total $118.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PLAN (#001)434
  • UNION 401K PLAN (#002)343
Total 777Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Other$1.6M
  • Stop-loss$1.3M
  • Life$115K
  • Long-term disability$67K
  • Vision$41K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KAISER FOUNDATION HEALTH PLAN INC51%
  • UNITED HEALTHCARE INSURANCE COMPANY38%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • +3 more
Total $3.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • RSC INSURANCE BROKERAGE INC87%
  • ASSUREDPARTNERS7%
  • AGIS NETWORK INSURANCE SERVICE3%
  • RICHARD B MILLANG INS SVCS INC1%
  • KAI DEERING0%
  • +3 more
Total $257K8 slices

Plan deep-dives

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

MERIWEST CREDIT UNION RETIREMENT PLAN

TraditionalDB

Assets$80.9M
Participants434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MERIWEST CREDIT UNION 401K PLAN

401k

Assets$37.5M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$3.5M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MERIWEST CREDIT UNION RETIREMENT PLANTraditionalDB$80.9M4342024
002MERIWEST CREDIT UNION 401K PLAN401k$37.5M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERIWEST CREDIT UNION EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC$3.5M2282025
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