# SCHOOLSFIRST FEDERAL CREDIT UNION HEALTH & WELFARE PLAN

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

| Field | Value |
|---|---|
| Sponsor | SCHOOLSFIRST FEDERAL CREDIT UNION |
| EIN | 951068595 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | TUSTIN, CA |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $59.7M |
| Participants | 3,024 |
| Persons covered | 6,729 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Rx, PPO, HMO |
| KAISER PERMANENTE | Health, Rx, HMO |
| DELTA DENTAL OF CALIFORNIA | Dental, PPO, HMO |
| STANDARD INSURANCE COMPANY | Life, Other, LTD, STD |
| ANTHEM LIFE INSURANCE COMPANY | Vision |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Other |
| SPRING HEALTH | Other |
| LLOYDS OF LONDON | STD, LTD, Other |
| ARAG LEGAL | Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MERCER HEALTH AND BENEFITS, LLC | AETNA LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | KAISER FOUNDATION HEALTH PLAN, INC. |
| MERCER HEALTH AND BENEFITS, LLC | AETNA HEALTH, INC. |
| MERCER HEALTH AND BENEFITS, LLC | STANDARD INSURANCE COMPANY |
| GUZMAN, RAMON ARNOLD | STANDARD INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | LLOYDS OF LONDON |
| MERCER HEALTH AND BENEFITS, LLC | ARAG INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| IMG | PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| MERCER HEALTH AND BENEFITS, LLC | PRUDENTIAL INSURANCE COMPANY OF AMERICA |

## 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/951068595-501
- Cite as: PlanOptica, https://planoptica.com/welfare/951068595-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers