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Sponsor portfolioTH

WESCOM CENTRAL CREDIT UNION

EIN 95-1288265-Latest filing 2025
Plans
5
Retirement
2
$200.4M assets
Welfare
3
$15.2M premiums
Participants
3,915
123 S. MARENGO AVENUE - PASADENA, CA 911012481626-535-1000
Plans on this EIN
5 filings
#002401k-$178.1M - 1,250 part#001TraditionalDB-$22.3M - 391 part#501Fully Insured-$15.2M - 1,669 lives#502Self Funded-0 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $200.4M assets / 1,641 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • 401(K) RETIREMENT PLAN (#002)89%
  • DEFINED BENEFIT PENSION (#001)11%
Total $200.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)1,250
  • DEFINED BENEFIT PENSION (#001)391
Total 1,641Click row to drill in

Benefits portfolio analytics

3 plans / $15.2M premiums / 1,669 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.3M
  • Prescription drug$13.3M
  • Other$962K
  • Life$943K
  • Dental$761K
  • Short-term disability$592K
  • +2 more
Total $15.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • BLUE CROSS OF CALIFORNIA54%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • +1 more
Total $15.2M6 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

WESCOM CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$178.1M
Participants1,250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WESCOM CENTRAL CREDIT UNION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$22.3M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESCOM CREDIT UNION WELFARE BENEFITS PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$15.2M
Covered lives1,669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WESCOM CREDIT UNION HEALTH CARE REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WESCOM CREDIT UNION HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESCOM CREDIT UNION 401(K) RETIREMENT PLAN401k$178.1M1,2502024
001WESCOM CENTRAL CREDIT UNION DEFINED BENEFIT PENSION PLANTraditionalDB$22.3M3912024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESCOM CREDIT UNION WELFARE BENEFITS PLANFully InsuredBLUE SHIELD OF CALIFORNIA$15.2M1,6692025
502WESCOM CREDIT UNION HEALTH CARE REIMBURSEMENT PLANSelf Funded-$002025
503WESCOM CREDIT UNION HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLANSelf Funded-$002025
Retirement plans
Welfare plans
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