Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.1M
- Prescription drug$8.1M
- Dental$1.1M
- Other$204K
- Life$154K
- Vision$123K
- +1 more
Sponsor portfolioTH
VALLEY STRONG CREDIT UNION
EIN 95-1652797financial servicesLatest filing 2025
Plans
2
Retirement
1
$44.7M assets
Welfare
1
$8.9M premiums
Participants
1,323
PO BOX 9506 - BAKERSFIELD, CA 93389661-833-7912valleystrong.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.9M premiums / 990 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- CALIFORNIA PHYSICIANS SERVICE55%
- KAISER FOUNDATION HEALTH PLAN INC35%
- UNITED CONCORDIA INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
64%top
- DANONE SIMPSON INSURANCE SERVICES64%
- VALLEY STRONG CREDIT UNION35%
- MONTAGE INSURANCE SOLUTIONS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VALLEY STRONG CREDIT UNION PLAN AND TRUST
401k
Assets$44.7M
Participants725
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALLEY STRONG CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$8.9M
Covered lives990
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VALLEY STRONG CREDIT UNION PLAN AND TRUST | 401k | $44.7M | 725 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALLEY STRONG CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $8.9M | 990 | 2025 |
Retirement plans
Welfare plans