# PATELCO CREDIT UNION EMPLOYEE BENEFITS PLAN

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

| Field | Value |
|---|---|
| Sponsor | PATELCO CREDIT UNION |
| EIN | 940755684 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | DUBLIN, CA |
| Industry | banking |
| Funding | mixed |
| Total premiums | $8.1M |
| Participants | 805 |
| Persons covered | 854 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health |
| GERBER LIFE INSURANCE COMPANY | Stop-loss |
| VOYA FINANCIAL | Life, LTD, Other |
| AFLAC | Indemnity, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| HEALTH ADVOCATE SOLUTIONS, INC. | Other |

## Brokers

| Broker | Placed with |
|---|---|
| RSC INSURANCE BROKERAGE INC | KAISER FOUNDATION HEALTH PLAN, INC. |
| RISK STRATEGIES COMPANY | GERBER LIFE INSURANCE COMPANY |
| RSC INSURANCE BROKERAGE INC | RELIASTAR LIFE INSURANCE COMPANY |
| RSC INSURANCE BROKERAGE INC | CONTINENTAL AMERICAN INSURANCE COMPANY |
| BENEDIKT N MASON | CONTINENTAL AMERICAN INSURANCE COMPANY |
| STEVEN R KARAS | CONTINENTAL AMERICAN INSURANCE COMPANY |
| DAVID S HALLETT | CONTINENTAL AMERICAN INSURANCE COMPANY |
| RSC INSURANCE BROKERAGE INC | VISION SERVICE PLAN |

## 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/940755684-502
- Cite as: PlanOptica, https://planoptica.com/welfare/940755684-502
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