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Sponsor portfolioWelfare / HealthEIN 94-1521987
MERIWEST CREDIT UNION
5615 CHESBRO AVENUE · SAN JOSE, CA 95123
4083633293
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
228
No prior year
Total participants
231
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 | $1.8M | 36.3% | |
| Other | $1.6M | 32.0% | |
| Stop-loss | $1.3M | 27.1% | |
| Life | $115K | 2.3% | |
| Long-term disability | $67K | 1.4% | |
| Vision | $41K | 0.8% | |
| Short-term disability | $3K | 0.1% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $1.8M | 51.4% | 1 | 1 | 211 |
EIN 362739571 | SLOth | $1.3M | 38.4% | 1 | 1 | 92 |
EIN 350472300 | LSTDLTDOth | $186K | 5.4% | 1 | 3 | 226 |
EIN 010278678 | Oth | $71K | 2.1% | 1 | 1 | 227 |
EIN 941632821 | V | $41K | 1.2% | 1 | 1 | 217 |
EIN 822723296 | Oth | $33K | 1.0% | 1 | 1 | 38 |
EIN 942788907 | Oth | $14K | 0.4% | 1 | 1 | 228 |
EIN 731016728 | Oth | $8K | 0.2% | 1 | 1 | 32 |
Broker overview
33 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC | BOSTON, MA | VISION SERVICE PLAN, UNITED HEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $225K | $0 | $225K | 87.5% | 1 |
| ASSUREDPARTNERS | ELMWOOD PARK, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $19K | $19K | 7.3% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $0 | $7K | 2.8% | 1 |
| RICHARD B MILLANG INS SVCS INC | GRANITE BAY, CA | AFLAC | $3K | $82 | $3K | 1.3% | 1 |
| KAI DEERING | SUNNYVALE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $556 | $0 | $556 | 0.2% | 1 |
| AMY E COHEN | SAN JOSE, CA | AFLAC | $474 | $0 | $474 | 0.2% | 1 |
| JULIE L. VOGADO | SEASIDE, CA | AFLAC | $357 | $0 | $357 | 0.1% | 1 |
| JIM M HICKS | SAN JOSE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $308 | $0 | $308 | 0.1% | 1 |
| DERREK LYN KECK | SALINAS, CA | AFLAC | $292 | $0 | $292 | 0.1% | 1 |
| BROWN & BROWN INSURANCE SERVICES | OAKLAND, CA | AFLAC | $257 | $0 | $257 | 0.1% | 1 |
| CHRIS C NESTER | HOLLISTER, CA | AFLAC | $123 | $19 | $142 | 0.1% | 1 |
| ERNESTO T GONZALEZ | BOISE, ID | AFLAC | $115 | $0 | $115 | 0.0% | 1 |
| DANIEL D. EADE AND OTHER AGENTS | CARMEL, CA | AFLAC | $102 | $0 | $102 | 0.0% | 1 |
| ROSARIO RONQUILLO | VAN NUYS, CA | AFLAC | $47 | $19 | $66 | 0.0% | 1 |
| WILLIAM SCHAUB | PLEASANTON, CA | AFLAC | $42 | $0 | $42 | 0.0% | 1 |
| JOSEPH LEONARD HERRERA | RIO RANCHO, NM | AFLAC | $38 | $0 | $38 | 0.0% | 1 |
| BARBARA AMY PHILLIPS | VENTURA, CA | AFLAC | $38 | $0 | $38 | 0.0% | 1 |
| D BREDESON INSURANCE SERVICES INC | CORNELIUS, NC | AFLAC | $36 | $0 | $36 | 0.0% | 1 |
| DAN R ELLIS | HAYDEN, ID | AFLAC | $17 | $0 | $17 | 0.0% | 1 |
| DOUGLAS BELSER | HOWELL, MI | AFLAC | $12 | $0 | $12 | 0.0% | 1 |
| MARLON JASON HINES | MORGAN HILL, CA | AFLAC | $12 | $0 | $12 | 0.0% | 1 |
| KYLE FALCE | SAN JOSE, CA | AFLAC | $11 | $0 | $11 | 0.0% | 1 |
| DUANE ANDREW FRY | SAN LUIS OBISPO, CA | AFLAC | $9 | $0 | $9 | 0.0% | 1 |
| ERIC BROGAN | MOORESVILLE, NC | AFLAC | $8 | $0 | $8 | 0.0% | 1 |
| SIERRA N KIRSHY | ROSEVILLE, CA | AFLAC | $7 | $0 | $7 | 0.0% | 1 |
| PETER C. FOY & ASSOCIATES | SANTA BARBARA, CA | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| SHANE DAVISON | ANTIOCH, TN | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| JEANETTE SCHAUB | PLEASANTON, CA | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| CHARLES CAREY | SAN LEANDRO, CA | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| REGINA E MARTINELLI | WINDSOR, CA | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| DENA JORDAN | CRESTVIEW, FL | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| MARIAN A LOPEZ | WHITTIER, CA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| ALLISON FARRIS WENDELBERGER | WALNUT CREEK, CA | AFLAC | $1 | $0 | $1 | 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