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Sponsor portfolioWelfare / HealthEIN 95-6111723
ADELFI CREDIT UNION
135 SOUTH STATE COLLEGE BOULEVARD · BREA, CA 92821
7146715700
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$1.8M
No prior year
Persons covered
174
No prior year
Total participants
90
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.5M | 43.7% | |
| Prescription drug | $1.5M | 43.7% | |
| Other | $131K | 3.7% | |
| Dental | $82K | 2.3% | |
| Life | $74K | 2.1% | |
| Short-term disability | $74K | 2.1% | |
| Long-term disability | $74K | 2.1% | |
| Vision | $11K | 0.3% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953402799 | HRx | $1.0M | 57.3% | 1 | 2 | 87 |
EIN 941340523 | HRx | $529K | 30.0% | 1 | 1 | 76 |
EIN 010278678 | LSTDLTDOth | $83K | 4.7% | 1 | 2 | 90 |
EIN 941461312 | D | $82K | 4.6% | 1 | 1 | 174 |
EIN 390123480 | Oth | $25K | 1.4% | 1 | 1 | 4 |
EIN 340977231 | Oth | $14K | 0.8% | 1 | 1 | 15 |
EIN 941632821 | V | $11K | 0.6% | 1 | 1 | 76 |
EIN 470246511 | Oth | $5K | 0.3% | 1 | 1 | 1 |
EIN 233080019 | Oth | $4K | 0.2% | 1 | 1 | 91 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | SAN JOSE, CA | AETNA HEALTH OF CALIFORNIA, INC., MUTUAL OF OMAHA, KAISER FOUNDATION HEALTH PLAN, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $40K | $4K | $44K | 86.5% | 1 |
| LTC SOLUTIONS, INC. | REDMOND, WA | MUTUAL OF OMAHA, THRIVENT, MEDAMERICA | $7K | $0 | $7K | 13.5% | 1 |
History & trajectory
9 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