Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $231.9M assets / 1,579 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $15.2M premiums / 1,669 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Fully insured - BLUE SHIELD OF CALIFORNIA
Self-funded
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WESCOM CREDIT UNION 401(K) RETIREMENT PLAN | 401(k) | $209.8M | 1,200 | 2025 |
| #001 | WESCOM CENTRAL CREDIT UNION DEFINED BENEFIT PENSION PLAN | Traditional DB | $22.1M | 379 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WESCOM CREDIT UNION WELFARE BENEFITS PLAN | Fully insured | BLUE SHIELD OF CALIFORNIA | $15.2M | 1,669 | 2025 |
| #502 | WESCOM CREDIT UNION HEALTH CARE REIMBURSEMENT PLAN | Self-funded | - | $0 | 0 | 2025 |
| #503 | WESCOM CREDIT UNION HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN | Self-funded | - | $0 | 0 | 2025 |