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Sponsor portfolioWelfare / HealthEIN 86-0096740

DESERT FINANCIAL CREDIT UNION

148 NORTH 48TH STREET · PHOENIX, AZ 85034
6024336130
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
2,770
No prior year
Total participants
1,412
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
DESERT FINANCIAL CREDIT UNION EMPLOYEE BENEFIT PLAN
Mixed2,770 covered·3 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$348K28.1%
Life$327K26.3%
Long-term disability$253K20.4%
Vision$169K13.6%
Short-term disability$144K11.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$948K82.6%171,339
DELTA DENTAL OF CALIFORNIA
EIN 860274899
V
$169K14.7%112,770
COMPSYCH
EIN 363739783
Oth
$31K2.7%111,268

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA$87K$0$87K64.0%1
LOCKTON COMPANIES, LLCDENVER, CORELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA$29K$20K$49K36.0%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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