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Sponsor portfolioTH

SAFE 1 CREDIT UNION

EIN 95-1812302-banking-Latest filing 2024
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$1.8M premiums
Participants
256
1400 MILL ROCK WAY - BAKERSFIELD, CA 93311661-327-3818safe1.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#003401k-$18.2M - 125 part#501Fully Insured-$1.8M - 179 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Life$81K
  • Other$81K
  • Dental$71K
  • Vision$71K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • ANTHEM LIFE INSURANCE COMPANY4%
  • STANDARD INSURANCE COMPANY0%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $101K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SAFE 1 CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$18.2M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAFE 1 CREDIT UNION EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.8M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SAFE 1 CREDIT UNION 401(K) PROFIT SHARING PLAN401k$18.2M1252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAFE 1 CREDIT UNION EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.8M1792024
Retirement plans
Welfare plans
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