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Sponsor portfolioWelfare / HealthEIN 94-0878385

CHEVRON FEDERAL CREDIT UNION

2300 CLAYTON ROAD · CONCORD, CA 94520
5106275098
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$7.9M
No prior year
Persons covered
358
No prior year
Total participants
352
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$7.9M
CHEVRON FEDERAL CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured358 covered·7 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.3M58.5%
Prescription drug$3.8M30.2%
Dental$359K2.9%
Other$288K2.3%
Life$243K2.0%
Short-term disability$223K1.8%
Long-term disability$223K1.8%
Vision$62K0.5%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$3.8M47.3%12310
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$3.5M43.5%11257
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HDOth
$408K5.1%14300
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$226K2.9%12358
VISION SERVICE PLAN
EIN 941632821
V
$62K0.8%11291
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HDLOth
$20K0.3%112
LEGALPLANS, USA
EIN 134256913
Oth
$14K0.2%1161

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., AETNA LIFE INSURANCE CO., LEGALPLANS USA$188K$7K$195K70.0%1
BEERE & PURVES INCWALNUT CREEK, CAAETNA LIFE INSURANCE CO.$68K$0$68K24.6%1
CUSTOM BENEFIT PROGRAMS INCSOMERSET, NJMETROPOLITAN LIFE INSURANCE COMPANY$14K$956$15K5.4%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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