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Sponsor portfolioTH

PACIFIC SERVICE CREDIT UNION

EIN 94-6061277-banking-Latest filing 2025
Plans
2
Retirement
1
$34.8M assets
Welfare
1
$3.7M premiums
Participants
391
1355 WILLOW WAY, SUITE 200 - CONCORD, CA 94520925-609-5209pacificservice.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$34.8M - 198 part#501Fully Insured-$3.7M - 377 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Other$351K
  • Dental$281K
  • Vision$281K
  • Life$71K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • UNITEDHEALTHCARE INSURANCE COMPANY47%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $12K1 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

PACIFIC SERVICE CREDIT UNION 401(K) PLAN

401k

Assets$34.8M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC SERVICE CREDIT UNION HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC SERVICE CREDIT UNION 401(K) PLAN401k$34.8M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC SERVICE CREDIT UNION HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M3772025
Retirement plans
Welfare plans
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