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Sponsor portfolioTH

ORANGE COUNTY CREDIT UNION

EIN 95-1797779-banking-Latest filing 2024
Plans
2
Retirement
1
$64.2M assets
Welfare
1
$4.6M premiums
Participants
814
PO BOX 11777 - SANTA ANA, CA 927111777714-755-5900orangecountyscu.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#022401k-$64.2M - 461 part#504Fully Insured-$4.6M - 487 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Dental$275K
  • Other$185K
  • Life$162K
  • Long-term disability$93K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
  • TELUS HEALTH (US) LTD.0%
Total $4.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $210K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

ORANGE COUNTY'S CREDIT UNION 401(K) PLAN

401k

Assets$64.2M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ORANGE COUNTY'S CREDIT UNION HEALTH PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.6M
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
022ORANGE COUNTY'S CREDIT UNION 401(K) PLAN401k$64.2M4612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ORANGE COUNTY'S CREDIT UNION HEALTH PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.6M4872024
Retirement plans
Welfare plans
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