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Sponsor portfolioTH

COMMUNITY FIRST CREDIT UNION

EIN 94-1541515-Latest filing 2025
Plans
2
Retirement
1
$275K assets
Welfare
1
$2.3M premiums
Participants
169
1105 NORTH DUTTON AVENUE, SUITE A - SANTA ROSA, CA 95401707-546-6000
Plans on this EIN
2 filings
#001TraditionalDB-$275K - 2 part#501Fully Insured-$2.3M - 261 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Other$1.5M
  • Dental$116K
  • Life$67K
  • Long-term disability$67K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • BLUE CROSS OF CALIFORNIA61%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • PATRIOT GROWTH INSURANCE SERVICES99%
  • ASSUREDPARTNERS1%
Total $127K2 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

HAMILTON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$275K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY FIRST CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.3M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAMILTON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$275K22024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY FIRST CREDIT UNION HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.3M2612025
Retirement plans
Welfare plans
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