Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.7M
- Prescription drug$9.7M
- Dental$2.9M
- Other$344K
- Life$330K
- Long-term disability$330K
- +1 more
Sponsor portfolioTH
CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION
EIN 95-1184903bankingLatest filing 2025
Plans
2
Retirement
1
$110.4M assets
Welfare
1
$10.1M premiums
Participants
2,295
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.1M premiums / 1,236 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- AETNA LIFE INSURANCE COMPANY63%
- KAISER FOUNDATION HEALTH PLAN INC33%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- VISION SERVICE PLAN1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
99%top
- LOCKTON COMPANIES, LLC99%
- AGIS NETWORK INSURANCE SERVICE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN
401k
Assets$110.4M
Participants1,451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
SAN DIEGO COUNTY CREDIT UNION WELFARE BENEFIT PLAN
Fully Insured - AETNA HEALTH OF CALIFORNIA INC.
Premiums$10.1M
Covered lives1,236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN | 401k | $110.4M | 1,451 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | SAN DIEGO COUNTY CREDIT UNION WELFARE BENEFIT PLAN | Fully Insured | AETNA HEALTH OF CALIFORNIA INC. | $10.1M | 1,236 | 2025 |
Retirement plans
Welfare plans