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

OCEANAIR FEDERAL CREDIT UNION

EIN 95-1767367-banking-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.1M premiums
Participants
294
2151 EAST GONZALES ROAD - OXNARD, CA 93036805-988-2151cbcfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$8.6M - 167 part#501Mixed-$1.1M - 172 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$939K
  • Prescription drug$939K
  • Life$77K
  • Short-term disability$77K
  • Long-term disability$77K
  • Other$77K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CALIFORNIA PHYSICIANS SERVICE65%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • PATRIOT GROWTH INSURANCE SERVICES98%
  • GALLAGHER BENEFIT SERVICES, INC.2%
Total $71K2 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

OCEANAIR FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$8.6M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCEANAIR FEDERAL CREDIT UNION WRAP PLAN

Mixed - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.1M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCEANAIR FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN401k$8.6M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCEANAIR FEDERAL CREDIT UNION WRAP PLANMixedCALIFORNIA PHYSICIANS' SERVICE$1.1M1722025
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