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.
Sponsor portfolioWelfare / HealthEIN 94-0755684
PATELCO CREDIT UNION
3 PARK PLACE · DUBLIN, CA 94568
9255983801
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$8.1M
No prior year
Persons covered
854
No prior year
Total participants
805
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $6.1M | 67.7% | |
| Stop-loss | $1.2M | 13.6% | |
| Other | $622K | 6.9% | |
| Life | $470K | 5.2% | |
| Long-term disability | $470K | 5.2% | |
| Vision | $118K | 1.3% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $6.1M | 75.6% | 1 | 1 | 715 |
EIN 132611847 | SL | $1.2M | 15.2% | 1 | 1 | 150 |
EIN 410451140 | LLTDOth | $470K | 5.8% | 1 | 1 | 854 |
EIN 570514130 | Oth | $133K | 1.6% | 1 | 1 | 262 |
EIN 941632821 | V | $118K | 1.5% | 1 | 1 | 804 |
EIN 233080019 | Oth | $20K | 0.2% | 1 | 1 | 854 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC | BOSTON, MA | CONTINENTAL AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., RELIASTAR LIFE INSURANCE COMPANY | $314K | $0 | $314K | 73.8% | 1 |
| RISK STRATEGIES COMPANY | — | GERBER LIFE INSURANCE COMPANY | $110K | $0 | $110K | 25.9% | 1 |
| BENEDIKT N MASON | WESTFORD, MA | CONTINENTAL AMERICAN INSURANCE COMPANY | $538 | $0 | $538 | 0.1% | 1 |
| STEVEN R KARAS | NEWTON CENTRE, MA | CONTINENTAL AMERICAN INSURANCE COMPANY | $511 | $0 | $511 | 0.1% | 1 |
| DAVID J MCCLELLAN | WINCHESTER, MA | CONTINENTAL AMERICAN INSURANCE COMPANY | $97 | $0 | $97 | 0.0% | 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