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Sponsor portfolioTH

CALIFORNIA CREDIT UNION

EIN 95-0951410-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$123.3M assets
Welfare
1
$2.7M premiums
Participants
1,264
701 N BRAND BLVD. - GLENDALE, CA 912031295818-291-5590ccul.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$123.3M - 743 part#501Fully Insured-$2.7M - 751 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 751 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$444K
  • Life$185K
  • Vision$114K
  • Long-term disability$93K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • DELTA DENTAL OF CALIFORNIA16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • VISION SERVICE PLAN4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $183K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CALIFORNIA CREDIT UNION 401(K) PLAN

401k

Assets$123.3M
Participants743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIFORNIA CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.7M
Covered lives751
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CALIFORNIA CREDIT UNION 401(K) PLAN401k$123.3M7432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIFORNIA CREDIT UNION WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.7M7512025
Retirement plans
Welfare plans
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