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Sponsor portfolioWelfare / HealthEIN 94-2600376

KEYPOINT CREDIT UNION

2150 TRADE ZONE BOULEVARD · SAN JOSE, CA 95131
4087314264
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
342
No prior year
Total participants
184
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$2.8M
KEYPOINT CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured342 covered·7 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M36.1%
Prescription drug$1.7M36.1%
Stop-loss$680K14.1%
Dental$249K5.1%
Other$121K2.5%
Life$96K2.0%
Short-term disability$96K2.0%
Long-term disability$96K2.0%
Vision$12K0.2%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.7M62.2%11184
QBE INSURANCE
EIN 222311816
SL
$680K24.2%1167
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$249K8.9%12340
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$96K3.4%11184
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$13K0.5%1114
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$12K0.4%1167
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$12K0.4%11342

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RSC INSURANCE BROKERAGE INC—DELTA DENTAL OF CALIFORNIA, UNUM LIFE INSURANCE COMPANY OF AMERICA, FIDELITY SECURITY LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC.$118K$0$118K96.1%1
SELMAN & COMPANY, LLCCLEVELAND, OHPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$5K$5K3.9%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$41$410.0%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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