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Sponsor portfolioTH

ALTURA CREDIT UNION

EIN 95-2023588-banking-Latest filing 2025
Plans
2
Retirement
1
$40.9M assets
Welfare
1
$5.7M premiums
Participants
1,030
2847 CAMPUS PARKWAY - RIVERSIDE, CA 92507951-571-5325alturacu.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$40.9M - 671 part#501Fully Insured-$5.7M - 539 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Prescription drug$5.4M
  • Dental$1.3M
  • Vision$1.3M
  • Other$221K
  • Life$143K
  • +2 more
Total $5.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY22%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • AFLAC1%
Total $5.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HUB INTERNATIONAL MIDWEST LIMITED97%
  • ROBERT D AHEARN2%
  • AARON MCGROVEN & OTHER AGENTS0%
  • MARIAN LENCIONI0%
  • RANA JANE DENNIS0%
  • +3 more
Total $325K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALTURA CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$40.9M
Participants671
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALTURA CREDIT UNION EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$5.7M
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ALTURA CREDIT UNION 401(K) PLAN AND TRUST401k$40.9M6712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALTURA CREDIT UNION EMPLOYEE WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$5.7M5392025
Retirement plans
Welfare plans
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