PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SESLOC CREDIT UNION
Sponsor portfolioTH

SESLOC CREDIT UNION

EIN 95-1722855-financial services-Latest filing 2025
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$4.2M premiums
Participants
414
P.O. BOX 5360 - SAN LUIS OBISPO, CA 934035360805-543-1816sesloc.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$20.4M - 229 part#501Fully Insured-$4.2M - 352 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.2M
  • Health$4.1M
  • Dental$4.1M
  • Prescription drug$4.1M
  • Life$83K
  • Long-term disability$83K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • ANTHEM LIFE INSURANCE COMPANY97%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • VISION SERVICE PLAN1%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $279K1 slice

Plan deep-dives

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

SESLOC CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$20.4M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SESLOC CREDIT UNION EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$4.2M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SESLOC CREDIT UNION 401(K) PROFIT SHARING PLAN401k$20.4M2292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SESLOC CREDIT UNION EMPLOYEE BENEFITS PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$4.2M3522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica