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Sponsor portfolioWelfare / HealthEIN 95-1652797

VALLEY STRONG CREDIT UNION

PO BOX 9506 · BAKERSFIELD, CA 93389
6618337912
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$8.9M
No prior year
Persons covered
990
No prior year
Total participants
598
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.9M
VALLEY STRONG CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured990 covered·7 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$8.1M45.5%
Prescription drug$8.1M45.2%
Dental$1.1M6.2%
Other$204K1.1%
Life$154K0.9%
Vision$123K0.7%
Long-term disability$70K0.4%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxD
$4.9M55.3%12411
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$3.1M35.0%12312
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$477K5.4%11990
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$154K1.7%12592
VISION SERVICE PLAN
EIN 941632821
V
$123K1.4%11439
WESTERN HEALTH ADVANTAGE
EIN 680393304
HRx
$57K0.6%115
MAGELLAN HEALTHCARE
EIN 522135463
HOth
$50K0.6%11647

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DANONE SIMPSON INSURANCE SERVICESCALABASAS, CAUNITED CONCORDIA INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN INC., VISION SERVICE PLAN$166K$99K$265K63.5%1
VALLEY STRONG CREDIT UNIONBAKERSFIELD, CACALIFORNIA PHYSICIANS' SERVICE, KAISER FOUNDATION HEALTH PLAN INC.$82K$66K$148K35.5%1
MONTAGE INSURANCE SOLUTIONSCALABASA, CAWESTERN HEALTH ADVANTAGE$4K$0$4K1.0%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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