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  2. WATER AND POWER COMMUNITY CREDIT UNION
Sponsor portfolioTH

WATER AND POWER COMMUNITY CREDIT UNION

EIN 95-0952237-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$1.8M premiums
Participants
361
1053 WEST SUNSET BOULEVARD - LOS ANGELES, CA 90012213-580-1600
Plans on this EIN
3 filings
#002401k-$14.1M - 199 part#001TraditionalDB-$6.8M - 65 part#501Fully Insured-$1.8M - 192 lives

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 264 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • 401(K) RETIREMENT PLAN (#002)67%
  • CREDIT UNION PENSION (#001)33%
Total $20.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • CMFG LIFE INSURANCE COMPANY67%
  • (Not disclosed)33%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)199
  • CREDIT UNION PENSION (#001)65
Total 264Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$113K
  • Life$103K
  • Dental$78K
  • Short-term disability$69K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • KAISER FOUNDATION HEALTH PLAN INC49%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY40%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • SYMETRA LIFE INSURANCE COMPANY4%
  • AFLAC2%
  • +3 more
Total $1.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GALLAGHER BENEFIT SERVICES, INC.95%
  • DENNY P. TWIGG2%
  • HASSON FINANCIAL FREEDOM, LLC1%
  • ANDRES ORLANDO TRUJILLO & OTHERS1%
  • KEVIN MICHAEL NAGLE1%
  • +3 more
Total $109K8 slices

Plan deep-dives

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

WATER AND POWER COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$14.1M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WATER AND POWER COMMUNITY CREDIT UNION PENSION PLAN

TraditionalDB

Assets$6.8M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATER AND POWER BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.8M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WATER AND POWER COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN401k$14.1M1992024
001WATER AND POWER COMMUNITY CREDIT UNION PENSION PLANTraditionalDB$6.8M652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATER AND POWER BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.8M1922025
Retirement plans
Welfare plans
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