Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Dental$236K
- Other$206K
- Life$118K
- Long-term disability$55K
- +2 more
Sponsor portfolioTH
FINANCIAL PARTNERS CREDIT UNION
EIN 95-1653038bankingLatest filing 2025
Plans
2
Retirement
1
$38.1M assets
Welfare
1
$3.7M premiums
Participants
708
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 474 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- KAISER FOUNDATION HEALTH PLAN INC45%
- BLUE CROSS OF CALIFORNIA41%
- STANDARD INSURANCE COMPANY13%
- LIBERTY DENTAL PLAN OF CALIFORNIA, INC.0%
Broker market share
Schedule A broker compensation
99%top
- HUB INTERNATIONAL MIDWEST LIMITED99%
- BENEFIT EDUCATORS LLC1%
- THE BALDWIN GROUP WEST LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN
401k
Assets$38.1M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
FINANCIAL PARTNERS CREDIT UNION HEALTH & WELFARE
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.7M
Covered lives474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | 401k | $38.1M | 425 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | FINANCIAL PARTNERS CREDIT UNION HEALTH & WELFARE | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.7M | 474 | 2025 |
Retirement plans
Welfare plans