Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Prescription drug$1.8M
- Other$91K
- Life$87K
- Short-term disability$87K
- +2 more
Sponsor portfolioTH
SOUTHLAND CREDIT UNION
EIN 95-1585409financial servicesLatest filing 2024
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$2.0M premiums
Participants
399
10701 LOS ALAMITOS BLVD - LOS ALAMITOS, CA 907202330562-862-6831southlandcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- HARTFORD LIFE AND ACCIDENT4%
- VISION SERVICE PLAN1%
- MAGELLAN HEALTHCARE0%
Broker market share
Schedule A broker compensation
87%top
- THE BALDWIN GROUP WEST LLC87%
- BURNHAM BENEFITS INSURANCE SERVICES13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOUTHLAND CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$25.9M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHLAND CREDIT UNION HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.0M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHLAND CREDIT UNION 401(K) PLAN AND TRUST | 401k | $25.9M | 229 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHLAND CREDIT UNION HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.0M | 312 | 2024 |
Retirement plans
Welfare plans