PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Star One Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Star One Credit Union

EIN 94-6069237-banking-Latest filing 2025
Plans
3
Retirement
2
$189.5M assets
Health & Benefits
1
$3.1M premiums
Participants
812
1306 BORDEAUX DRIVE - SUNNYVALE, CA 94089408-543-5176starone.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401(k)-$105.5M - 346 part#002Traditional DB-$84.0M - 204 part#511Mixed-$3.1M - 318 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $189.5M assets / 550 participants

Assets by plan

Share of aggregate retirement assets

  • CREDIT UNION Savings (#001)$105.5M
  • UNION RETIREMENT PLAN (#002)$84.0M
Total $189.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION Savings (#001)346
  • UNION RETIREMENT PLAN (#002)204
Total 550Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STAR ONE CREDIT UNION SAVINGS PLAN

401(k)

Assets$105.5M
Participants346
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STAR ONE CREDIT UNION RETIREMENT PLAN

Traditional DB

Assets$84.0M
Participants204
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511

STAR ONE CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.1M
Covered lives318
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STAR ONE CREDIT UNION SAVINGS PLAN401(k)$105.5M3462025
#002STAR ONE CREDIT UNION RETIREMENT PLANTraditional DB$84.0M2042025
  • STAR ONE CREDIT UNION SAVINGS PLAN$105.5M
    #001 · 401(k) · 2025346
  • STAR ONE CREDIT UNION RETIREMENT PLAN$84.0M
    #002 · Traditional DB · 2025204

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#511STAR ONE CREDIT UNION HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$3.1M3182025
  • STAR ONE CREDIT UNION HEALTH AND WELFARE PLAN$3.1M
    #511 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025318
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica