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Sponsor portfolio

ALTAONE FEDERAL CREDIT UNION

EIN 95-1658623-financial services-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$277K premiums
Participants
495
701 SOUTH CHINA LAKE BOULEVARD - RIDGECREST, CA 93556760-371-7100altaone.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$10.7M - 257 part#501Mixed-$277K - 321 lives

Benefits portfolio analytics

1 plan / $277K premiums / 321 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$245K
  • Dental$174K
  • Life$55K
  • Long-term disability$55K
  • Vision$32K
Total $277K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • METROPOLITAN LIFE INSURANCE COMPANY69%
  • ANTHEM LIFE INSURANCE COMPANY20%
  • VISION SERVICE PLAN11%
Total $277K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS97%
  • BURNHAM BENEFITS INSURANCE SERVICES3%
Total $47K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALTAONE FEDERAL CREDIT UNION 401(K) PLAN

401k

Assets$10.7M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALTAONE FEDERAL CREDIT UNION WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$277K
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ALTAONE FEDERAL CREDIT UNION 401(K) PLAN401k$10.7M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALTAONE FEDERAL CREDIT UNION WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$277K3212025
Retirement plans
Welfare plans
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