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Sponsor portfolioTH

VENTURA COUNTY CREDIT UNION

EIN 95-1790568-financial services-Latest filing 2025
Plans
2
Retirement
1
$22.1M assets
Welfare
1
$2.6M premiums
Participants
536
2575 VISTA DEL MAR - VENTURA, CA 93003805-477-4031vccuonline.netLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$22.1M - 332 part#501Mixed-$2.6M - 220 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Other$214K
  • Life$177K
  • Long-term disability$177K
  • Vision$138K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • CALIFORNIA PHYSICIANS SERVICE46%
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • SYMETRA LIFE INSURANCE COMPANY3%
  • MAGELLAN HEALTHCARE1%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $119K1 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

VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$22.1M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VENTURA COUNTY CREDIT UNION HEALTH & WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.6M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN401k$22.1M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VENTURA COUNTY CREDIT UNION HEALTH & WELFARE PLANMixedCALIFORNIA PHYSICIANS SERVICE$2.6M2202025
Retirement plans
Welfare plans
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