Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$49.4M
- Prescription drug$49.4M
- Dental$2.9M
- Other$1.9M
- Vision$802K
- Long-term disability$559K
- +2 more
Sponsor portfolioTH
SCHOOLSFIRST FEDERAL CREDIT UNION
EIN 95-1068595financial servicesLatest filing 2024
Plans
2
Retirement
1
$440.1M assets
Welfare
1
$55.6M premiums
Participants
6,438
15332 NEWPORT AVE. - TUSTIN, CA 92780714-258-4000schoolsfirstfcu.orgLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $55.6M premiums / 6,524 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- AETNA LIFE INSURANCE COMPANY50%
- KAISER FOUNDATION HEALTH PLAN INC39%
- DELTA DENTAL OF CALIFORNIA5%
- STANDARD INSURANCE COMPANY2%
- ANTHEM LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- 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 - KAISER FOUNDATION HEALTH PLAN INC
Premiums$55.6M
Covered lives6,524
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 | KAISER FOUNDATION HEALTH PLAN INC | $55.6M | 6,524 | 2024 |
Retirement plans
Welfare plans