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Sponsor portfolioTH

F & A FEDERAL CREDIT UNION

EIN 95-1683492-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$24.9M assets
Welfare
1
$679K premiums
Participants
237
2625 CORPORATE PLACE - MONTEREY PARK, CA 91754213-268-1226
Plans on this EIN
2 filings
#002401k-$24.9M - 133 part#501Mixed-$679K - 111 lives

Benefits portfolio analytics

1 plan / $679K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$436K
  • Dental$136K
  • Long-term disability$48K
  • Life$44K
  • Other$44K
  • Vision$15K
Total $679K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SYMETRA LIFE INSURANCE COMPANY64%
  • UNITED CONCORDIA INSURANCE COMPANY20%
  • STANDARD INSURANCE COMPANY14%
  • VISION SERVICE PLAN2%
Total $679K4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ASSUREDPARTNERS58%
  • RSC INSURANCE BROKERAGE INC42%
Total $28K2 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

F & A FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k

Assets$24.9M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

F & A FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$679K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002F & A FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN401k$24.9M1332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501F & A FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$679K1112025
Retirement plans
Welfare plans
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