Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Stop-loss$680K
- Dental$249K
- Other$121K
- Life$96K
- +3 more
Sponsor portfolioTH
KEYPOINT CREDIT UNION
EIN 94-2600376bankingLatest filing 2025
Plans
2
Retirement
1
$45.4M assets
Welfare
1
$2.8M premiums
Participants
463
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 342 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- KAISER FOUNDATION HEALTH PLAN INC62%
- QBE INSURANCE24%
- DELTA DENTAL OF CALIFORNIA9%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- +2 more
Broker market share
Schedule A broker compensation
96%top
- RSC INSURANCE BROKERAGE INC96%
- SELMAN & COMPANY, LLC4%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN
401k
Assets$45.4M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
KEYPOINT CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.8M
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN | 401k | $45.4M | 279 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | KEYPOINT CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.8M | 342 | 2025 |
Retirement plans
Welfare plans