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Sponsor portfolioWelfare / HealthEIN 95-1767367

OCEANAIR FEDERAL CREDIT UNION

2151 EAST GONZALES ROAD · OXNARD, CA 93036
8059882151
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
172
No prior year
Total participants
127
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
OCEANAIR FEDERAL CREDIT UNION WRAP PLAN
Mixed172 covered·4 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$939K42.2%
Prescription drug$939K42.2%
Life$77K3.5%
Short-term disability$77K3.5%
Long-term disability$77K3.5%
Other$77K3.5%
Vision$40K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$682K64.5%1194
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$257K24.3%1137
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$77K7.3%11127
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
V
$40K3.8%11172

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESFT WASHINGTON, PAKAISER FOUNDATION HEALTH PLAN, INC., CALIFORNIA PHYSICIANS' SERVICE, UNITED OF OMAHA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$27K$43K$70K97.7%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$2K$2K2.3%1

History & trajectory

5 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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