# DESERT FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **DESERT FINANCIAL CREDIT UNION**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | DESERT FINANCIAL CREDIT UNION |
| EIN | 860096740 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PHOENIX, AZ |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $1.1M |
| Participants | 1,412 |
| Persons covered | 2,770 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | LTD, Life, STD, Other |
| DELTA DENTAL OF ARIZONA | Vision |
| COMPSYCH | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MERCER HEALTH AND BENEFITS, LLC | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | DELTA DENTAL OF ARIZONA |
| LOCKTON COMPANIES, LLC | DELTA DENTAL OF ARIZONA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/860096740-501
- Cite as: PlanOptica, https://planoptica.com/welfare/860096740-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers