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
Sponsor portfolio
ADELFI CREDIT UNION
EIN 95-6111723Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$28.0M assets
Welfare
1
$1.8M premiums
Participants
260
955 WEST IMPERIAL HIGHWAY SUITE 100 - BREA, CA 92821714-671-5700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 174 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- AETNA LIFE INSURANCE COMPANY57%
- KAISER FOUNDATION HEALTH PLAN INC30%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- DELTA DENTAL OF CALIFORNIA5%
- THRIVENT FINANCIAL FOR LUTHERANS1%
- +3 more
Broker market share
Schedule A broker compensation
87%top
- GALLAGHER BENEFIT SERVICES, INC.87%
- LTC SOLUTIONS, INC.13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADELFI CU 401(K) PLAN
401k
Assets$28.0M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ADELFI CREDIT UNION HEALTH AND WELFARE PLAN
Fully Insured - AETNA HEALTH OF CALIFORNIA, INC.
Premiums$1.8M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADELFI CU 401(K) PLAN | 401k | $28.0M | 170 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans