Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
LBS Financial Credit Union
EIN 95-1644568bankingLatest filing 2025
Plans
4
Retirement
2
$69.0M assets
Health & Benefits
2
$5.2M premiums
Participants
1,142
5505 GARDEN GROVE BLVD - WESTMINSTER, CA 92683714-893-5111lbsfcu.orgLinkedIn201-500 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $69.0M assets / 717 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $5.2M premiums / 583 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Stop-loss$573K
- Dental$142K
- Life$73K
- Other$47K
- Vision$31K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
LBS FINANCIAL CREDIT UNION DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$46.5M
Participants348
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN
401(k)
Assets$22.5M
Participants369
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
LBS FINANCIAL CREDIT UNION
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.2M
Covered lives292
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
LBS FINANCIAL CREDIT UNION
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.0M
Covered lives291
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LBS FINANCIAL CREDIT UNION DEFINED BENEFIT PENSION PLAN | Traditional DB | $46.5M | 348 | 2025 |
| #002 | LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN | 401(k) | $22.5M | 369 | 2025 |
- #003 · Traditional DB · 2025348
- #002 · 401(k) · 2025369
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | LBS FINANCIAL CREDIT UNION | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.2M | 292 | 2024 |
| #501 | LBS FINANCIAL CREDIT UNION | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.0M | 291 | 2025 |
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2024292
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025291
Retirement plans
Health & Benefits plans