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Sponsor portfolioWelfare / HealthEIN 95-1068595

SCHOOLSFIRST FEDERAL CREDIT UNION

1200 EDINGER AVENUE · TUSTIN, CA 927806411
7142584000
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$59.7M
No prior year
Persons covered
6,729
No prior year
Total participants
3,024
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$59.7M
SCHOOLSFIRST FEDERAL CREDIT UNION HEALTH & WELFARE PLAN
Fully insured6,729 covered·12 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$52.9M46.6%
Prescription drug$52.9M46.6%
Dental$3.0M2.6%
Other$2.3M2.0%
Vision$818K0.7%
Life$634K0.6%
Long-term disability$616K0.5%
Short-term disability$381K0.3%

Carrier overview

11 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 953402799
HRx
$30.1M50.5%121,906
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$22.8M38.1%122,960
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$3.0M5.0%125,235
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$1.8M2.9%142,901
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
V
$818K1.4%116,729
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$472K0.8%14176
SPRING HEALTH
EIN 812832914
Oth
$449K0.8%113,002
LLOYDS OF LONDON
EIN 122345678
STDLTDOth
$140K0.2%1112
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$109K0.2%111,012
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$99K0.2%1167
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
$00.0%112,841

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, AMERICAN HERITAGE LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., STANDARD INSURANCE COMPANY, ARAG INSURANCE COMPANY$642K$67K$709K95.9%1
GUZMAN, RAMON ARNOLDSAN MATEO, CASTANDARD INSURANCE COMPANY$30K$0$30K4.1%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$470$4700.1%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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