Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Other$131K
- Dental$82K
- Life$74K
- Short-term disability$74K
- +2 more
Filings through .
Adelfi Credit Union
EIN 95-6111723Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$28.5M assets
Health & Benefits
1
$1.8M premiums
Participants
232
255 N. LONE HILL AVE. - SAN DIMAS, CA 91773714-671-5700
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.8M premiums / 174 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ADELFI CU 401(K) PLAN
401(k)
Assets$28.5M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ADELFI CREDIT UNION HEALTH AND WELFARE PLAN
Fully insured - AETNA HEALTH OF CALIFORNIA, INC.
Premiums$1.8M
Covered lives174
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ADELFI CU 401(K) PLAN | 401(k) | $28.5M | 142 | 2025 |
- ADELFI CU 401(K) PLAN$28.5M#002 · 401(k) · 2025142
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ADELFI CREDIT UNION HEALTH AND WELFARE PLAN | Fully insured | AETNA HEALTH OF CALIFORNIA, INC. | $1.8M | 174 | 2024 |
- #502 · Fully insured · AETNA HEALTH OF CALIFORNIA, INC. · 2024174
Retirement plans
Health & Benefits plans