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Sponsor portfolioWelfare / HealthEIN 33-0358683

AMERICAN FIRST CREDIT UNION

6 POINTE DRIVE, SUITE 400 · BREA, CA 928216322
8002901112
Plans filed
1
Years active
2016–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
$1.9M
No prior year
Persons covered
127
No prior year
Total participants
124
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
AMERICAN FIRST CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured127 covered·5 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M24.4%
Dental$1.8M24.4%
Vision$1.8M24.4%
Prescription drug$1.8M24.4%
Other$84K1.2%
Life$66K0.9%
Long-term disability$16K0.2%
Short-term disability$14K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxDV
$1.8M94.7%11106
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDLTDOth
$95K5.1%13127
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$3K0.1%1112
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$2K0.1%11125

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.PASADENA, CAMETROPOLITAN GENERAL INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, CALIFORNIA PHYSICIANS' SERVICE$22K$70K$92K92.7%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA$0$5K$5K4.8%1
VARIOUS - SEE ATTACHED—COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$275$2K2.5%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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