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Sponsor portfolioTH

STAR ONE CREDIT UNION

EIN 94-6069237-banking-Latest filing 2025
Plans
3
Retirement
2
$164.7M assets
Welfare
1
$3.1M premiums
Participants
809
1306 BORDEAUX DRIVE - SUNNYVALE, CA 94089408-543-5120starone.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$88.9M - 341 part#002TraditionalDB-$75.9M - 206 part#511Mixed-$3.1M - 318 lives

Retirement portfolio analytics

2 plans aggregated / $164.7M assets / 547 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CREDIT UNION Savings (#001)54%
  • UNION RETIREMENT PLAN (#002)46%
Total $164.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION Savings (#001)341
  • UNION RETIREMENT PLAN (#002)206
Total 547Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Other$227K
  • Life$219K
  • Short-term disability$219K
  • Long-term disability$219K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN2%
  • ACI SPECIALTY BENEFITS0%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $100K1 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

STAR ONE CREDIT UNION SAVINGS PLAN

401k

Assets$88.9M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STAR ONE CREDIT UNION RETIREMENT PLAN

TraditionalDB

Assets$75.9M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

STAR ONE CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.1M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STAR ONE CREDIT UNION SAVINGS PLAN401k$88.9M3412024
002STAR ONE CREDIT UNION RETIREMENT PLANTraditionalDB$75.9M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511STAR ONE CREDIT UNION HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$3.1M3182025
Retirement plans
Welfare plans
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