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Sponsor portfolioTH

SACRAMENTO CREDIT UNION

EIN 94-1530642-banking-Latest filing 2025
Plans
2
Retirement
1
$22.6M assets
Welfare
1
$740K premiums
Participants
223
800 H ST - SACRAMENTO, CA 958142607916-444-6070sactocu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$22.6M - 127 part#501Fully Insured-$740K - 148 lives

Benefits portfolio analytics

1 plan / $740K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$635K
  • Prescription drug$635K
  • Dental$75K
  • Vision$11K
  • Life$9K
  • Other$9K
  • +2 more
Total $740K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • SUTTER HEALTH PLAN34%
  • UNITED CONCORDIA INSURANCE COMPANY10%
  • WESTERN HEALTH ADVANTAGE8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • +1 more
Total $740K6 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • M & O AGENCIES INC51%
  • THE MAHONEY GROUP29%
  • M & O AGENGIES, INC20%
Total $43K3 slices

Plan deep-dives

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

SACRAMENTO CREDIT UNION 401(K) AND PROFIT SHARING PLAN

401k

Assets$22.6M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SACRAMENTO CREDIT UNION

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$740K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SACRAMENTO CREDIT UNION 401(K) AND PROFIT SHARING PLAN401k$22.6M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SACRAMENTO CREDIT UNIONFully InsuredKAISER FOUNDATION HEALTH PLAN INC$740K1482025
Retirement plans
Welfare plans
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