Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Dental$5.2M
- Vision$5.2M
- Life$5.2M
- Short-term disability$5.2M
- Long-term disability$5.2M
- +2 more
Sponsor portfolioTH
CREDIT UNION OF SOUTHERN CALIFORNIA
EIN 95-1818041financial servicesLatest filing 2025
Plans
2
Retirement
1
$55.2M assets
Welfare
1
$5.2M premiums
Participants
992
8101 EAST KAISER BOULEVARD, SUITE 300 - ANAHEIM HILLS, CA 92808714-671-2729cusocal.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.2M premiums / 889 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
86%top
- THE BALDWIN GROUP WEST LLC86%
- BURNHAM BENEFITS INSURANCE SERVICES14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST
401k
Assets$55.2M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CREDIT UNION OF SOUTHERN CALIFORNIA WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.2M
Covered lives889
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST | 401k | $55.2M | 529 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CREDIT UNION OF SOUTHERN CALIFORNIA WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.2M | 889 | 2025 |
Retirement plans
Welfare plans