Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$52.9M
- Prescription drug$52.9M
- Dental$3.0M
- Other$2.3M
- Vision$818K
- Life$634K
- +2 more
Sponsor portfolioTH
SCHOOLSFIRST FEDERAL CREDIT UNION
EIN 95-1068595financial servicesLatest filing 2025
Plans
2
Retirement
1
$440.1M assets
Welfare
1
$59.7M premiums
Participants
6,543
1200 EDINGER AVENUE - TUSTIN, CA 927806411714-258-4000schoolsfirstfcu.orgLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $59.7M premiums / 6,729 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- AETNA LIFE INSURANCE COMPANY50%
- KAISER FOUNDATION HEALTH PLAN INC38%
- DELTA DENTAL OF CALIFORNIA5%
- STANDARD INSURANCE COMPANY3%
- ANTHEM LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
96%top
- MERCER HEALTH AND BENEFITS, LLC96%
- GUZMAN, RAMON ARNOLD4%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN
401k
Assets$440.1M
Participants3,519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHOOLSFIRST FEDERAL CREDIT UNION HEALTH & WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$59.7M
Covered lives6,729
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | 401k | $440.1M | 3,519 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHOOLSFIRST FEDERAL CREDIT UNION HEALTH & WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $59.7M | 6,729 | 2025 |
Retirement plans
Welfare plans