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Sponsor portfolioTH

ARROWHEAD FEDERAL CREDIT UNION

EIN 95-1682200-Latest filing 2025
Plans
2
Retirement
1
$35.3M assets
Welfare
1
$5.9M premiums
Participants
1,164
8686 HAVEN AVENUE - RANCHO CUCAMONGA, CA 91730909-379-6643
Plans on this EIN
2 filings
#003401k-$35.3M - 647 part#501Fully Insured-$5.9M - 766 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 766 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$5.0M
  • Other$540K
  • Short-term disability$476K
  • Dental$289K
  • Life$270K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CALIFORNIA PHYSICIANS SERVICE85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • AFLAC3%
  • MODERN HEALTH1%
  • +2 more
Total $5.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS88%
  • CHRISTINA ANNE LEININGER4%
  • KEN MAJOR3%
  • KATHLEEN LEININGER INS SERVICES INC2%
  • STEPHANIE A REYNOSO1%
  • +3 more
Total $274K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ARROWHEAD CENTRAL CREDIT UNION 401(K) PLAN

401k

Assets$35.3M
Participants647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARROWHEAD FEDERAL CREDIT UNION FLEXIBLE COMPENSATION PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$5.9M
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ARROWHEAD CENTRAL CREDIT UNION 401(K) PLAN401k$35.3M6472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARROWHEAD FEDERAL CREDIT UNION FLEXIBLE COMPENSATION PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$5.9M7662025
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