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
Filings through .
Top hat
Financial Partners Credit Union
EIN 95-1653038bankingLatest filing 2025
Plans
2
Retirement
1
$41.9M assets
Health & Benefits
1
$3.7M premiums
Participants
713
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.7M premiums / 474 covered lives
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- Top carriers and their premium share
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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#002
FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN
401(k)
Assets$41.9M
Participants430
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508
FINANCIAL PARTNERS CREDIT UNION HEALTH & WELFARE
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.7M
Covered lives474
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | 401(k) | $41.9M | 430 | 2025 |
- #002 · 401(k) · 2025430
Health & Benefits plans
1 plan on this EIN
| 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 |
- #508 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025474
Retirement plans
Health & Benefits plans