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Sponsor portfolioWelfare / HealthEIN 95-1715669

UNIVERSITY CREDIT UNION

1500 SOUTH SEPULVEDA BOULEVARD · LOS ANGELES, CA 90025
3104776628
Plans filed
3
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
244
No prior year
Total participants
128
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.7M
UNIVERSITY CREDIT UNION WRAP PLAN
Fully insured244 covered·5 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE
Plan #503$11K
UNIVERSITY CREDIT UNION LIFE AND DISABILITY PLAN
Fully insured115 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$7K
UNIVERSITY CREDIT UNION VISION PLAN
Fully insured246 covered·1 carrier
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M42.7%
Prescription drug$1.5M42.7%
Dental$124K3.6%
Life$92K2.6%
Short-term disability$92K2.6%
Long-term disability$92K2.6%
Other$92K2.6%
Vision$16K0.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$1.3M76.7%11187
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$168K9.8%1122
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$124K7.2%11216
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$92K5.3%11128
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
V
$16K0.9%11244

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.VISALIA, CACALIFORNIA PHYSICIANS SERVICE, KAISER FOUNDATION HEALTH PLAN, INC., RELIANCE STANDARD LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY$31K$54K$84K60.4%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CACALIFORNIA PHYSICIANS SERVICE$28K$0$28K19.9%1
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CACALIFORNIA PHYSICIANS SERVICE, RELIANCE STANDARD LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$5K$23K$28K19.7%1

History & trajectory

4 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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