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Sponsor portfolioTH

PREMIER AMERICA CREDIT UNION

EIN 95-3442691-banking-Latest filing 2025
Plans
3
Retirement
1
$64.0M assets
Welfare
2
$5.0M premiums
Participants
1,335
19867 PRAIRIE STREET - CHATSWORTH, CA 91311818-772-4020premieramerica.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001401k-$64.0M - 579 part#506Fully Insured-$5.0M - 632 lives#511Self Funded-0 lives

Benefits portfolio analytics

2 plans / $5.0M premiums / 632 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Dental$4.7M
  • Prescription drug$4.7M
  • Other$210K
  • Life$147K
  • Short-term disability$147K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
Total $5.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $163K1 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

PREMIER AMERICA RETIREMENT AND SAVINGS PLAN

401k

Assets$64.0M
Participants579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PREMIER AMERICA CREDIT UNION GROUP INSURANCE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.0M
Covered lives632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

PREMIER AMERICA CREDIT UNION SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREMIER AMERICA RETIREMENT AND SAVINGS PLAN401k$64.0M5792025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PREMIER AMERICA CREDIT UNION GROUP INSURANCE PLANFully InsuredBLUE CROSS OF CALIFORNIA$5.0M6322025
511PREMIER AMERICA CREDIT UNION SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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