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Sponsor portfolioTH

UNIVERSITY CREDIT UNION

EIN 95-1715669-banking-Latest filing 2025
Plans
3
Retirement
2
$36.2M assets
Welfare
1
$1.7M premiums
Participants
407
C/O UNIVERSITY CREDIT UNION, 1500 S SEPULVEDA BLVD - LOS ANGELES, NY 90025321-295-3336ucu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001CashBalance-$19.9M - 71 part#002401k-$16.2M - 208 part#501Fully Insured-$1.7M - 244 lives

Retirement portfolio analytics

2 plans aggregated / $36.2M assets / 279 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN AND TRUST (#001)55%
  • PLAN AND TRUST (#002)45%
Total $36.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • (Not disclosed)55%
  • CMFG LIFE INSURANCE COMPANY45%
Total $36.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)208
  • PLAN AND TRUST (#001)71
Total 279Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$124K
  • Life$92K
  • Short-term disability$92K
  • Long-term disability$92K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CALIFORNIA PHYSICIANS SERVICE77%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • UNITED CONCORDIA INSURANCE COMPANY7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • GALLAGHER BENEFIT SERVICES, INC.60%
  • REUBEN WARNER ASSOCIATES, INC.20%
  • ALLIANT INSURANCE SERVICES, INC.20%
Total $140K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIVERSITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$19.9M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$16.2M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY CREDIT UNION WRAP PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.7M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$19.9M712025
002UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST401k$16.2M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY CREDIT UNION WRAP PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.7M2442025
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