Plan Ledger DOL Form 5500 · updated monthly

Chevron Federal Credit Unionbenefits

Chevron Federal Credit Union Employee Benefits Plan · CONCORD, CA · plan year 2024

Broker compensation reported · 2024
$326,503

Chevron Federal Credit Union's benefits plans covered 351 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $326,503 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $930 per covered person, in the top 10% of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 202412
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 355 covered
VISION SERVICE PLAN · visionpremiums n/a · 301 covered
LEGALPLANS USApremiums n/a · 46 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 81 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 37 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health dental lifepremiums n/a · 2 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 322 covered
CONCERNpremiums n/a · 358 covered
AETNA LIFE INSURANCE CO. · healthpremiums n/a · 264 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 63 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 127 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 302 covered
Brokers & agents paid · 20247
BEERE & PURVES INC.$60,451
CUSTOM BENEFIT PROGRAMS INC.$17,611 · incl $1,088 fees
AON CONSULTING INC.$5,583 · incl $5,583 fees
AON$1,538
AON CONSULTING AND INSURANCE SVCS$111 · incl $111 fees
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 940878385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.