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Sponsor portfolioWelfare / HealthEIN 95-1644568

LBS FINANCIAL CREDIT UNION

5505 GARDEN GROVE BLVD · WESTMINSTER, CA 92683
5625989007
Plans filed
2
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
291
No prior year
Total participants
214
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$3.2M
LBS FINANCIAL CREDIT UNION
Fully insured292 covered·8 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #501$2.0M
LBS FINANCIAL CREDIT UNION
Fully insured291 covered·8 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M55.7%
Stop-loss$573K28.2%
Dental$142K7.0%
Life$73K3.6%
Other$47K2.3%
Vision$31K1.5%
Long-term disability$27K1.3%
Short-term disability$6K0.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$1.1M55.7%11116
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$561K27.6%11114
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$132K6.5%11291
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTD
$106K5.2%13226
AFLAC
EIN 570514130
Oth
$47K2.3%1194
VISION SERVICE PLAN
EIN 941632821
V
$31K1.5%11221
AETNA LIFE INSURANCE COMPANY
EIN 066033492
SL
$12K0.6%11114
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
D
$11K0.5%1123

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SALLY COKERSCOTTSDALE, AZCONTINENTAL AMERICAN INSURANCE COMPANY, STANDARD INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC., UNITED HEALTHCARE INSURANCE COMPANY$58K$8K$66K89.6%1
CHARLES N. CRAVINGS JRLOS ANGELES, CACONTINENTAL AMERICAN INSURANCE COMPANY$5K$0$5K6.8%1
CARLOS DAVID HERNANDEZHAWTHORNE, CACONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K1.5%1
MARK LEWIS BIALOCKSAN DIEGO, CACONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K1.5%1
CHRISTOPHER D. JUDYSAN DIEGO, CACONTINENTAL AMERICAN INSURANCE COMPANY$265$0$2650.4%1
KEN MAJORHUNTINGTON BEACH, CACONTINENTAL AMERICAN INSURANCE COMPANY$160$0$1600.2%1
BRANDON TYLOR-DA SHIRLEYLOS ANGELES, CACONTINENTAL AMERICAN INSURANCE COMPANY$3$0$30.0%1

History & trajectory

10 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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