PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAPITAL EDUCATORS FCU

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 82-0212120

CAPITAL EDUCATORS FCU

275 S STRATFORD DRIVE · MERIDIAN, ID 83642
2088840150
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$414K
No prior year
Persons covered
286
No prior year
Total participants
284
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$414K
CAPITAL EDUCATORS FCU HEALTH & WELFARE BENEFITS PLAN
Mixed286 covered·5 carriers
Primary: UNITED HERITAGE LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$203K38.2%
Other$129K24.3%
Life$72K13.6%
Long-term disability$45K8.4%
Dental$44K8.3%
Vision$39K7.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HERITAGE LIFE INSURANCE COMPANY
EIN 820123320
LSTDLTDOth
$241K58.2%13271
AFLAC
EIN 570514130
STD
$79K19.0%1188
BLUE CROSS OF CALIFORNIA
EIN 820344294
D
$44K10.6%1162
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$39K9.3%11218
BPA HEALTH
EIN 820327923
Oth
$12K2.9%11286

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SHELLI STAYNERPORTLAND, ORUNITED HERITAGE LIFE INSURANCE COMPANY$26K$0$26K48.5%1
THE PARTNERS GROUPPORTLAND, ORAMERITAS GROUP, CONTINENTAL AMERICAN INSURANCE COMPANY$16K$372$16K29.7%1
JANIN ELIZABETH CAMPBELLSWEET, IDCONTINENTAL AMERICAN INSURANCE COMPANY$7K$0$7K13.9%1
HOLLY KRISTINE HALLHAYDEN, IDCONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K6.0%1
SIMON E TAUTALASTAR, IDCONTINENTAL AMERICAN INSURANCE COMPANY$996$0$9961.9%1
BRIAN HOFFMERIDIAN, IDCONTINENTAL AMERICAN INSURANCE COMPANY$19$0$190.0%1

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica