Plan Ledger DOL Form 5500 · updated monthly

Credit Union of Southern Californiabenefits

Credit Union of Southern California Welfare Benefit Plan · ANAHEIM HILLS, CA · plan year 2024

Broker compensation reported · 2024
$307,010

Credit Union of Southern California's benefits plans covered 463 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $307,010 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $663 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 8.4% from $283,230 in 2023.

Insurance contracts · 20241
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision life std ltd hmo ppopremiums n/a · 889 covered
Brokers & agents paid · 20242
THE BALDWIN GROUP WEST, LLC$262,783
BURNHAM BENEFITS INSURANCE SERVICES$44,227 · incl $6,443 fees
Also brokered by The Baldwin Group West, LLC5
Healthright 360 CA$392,995
Ardelyx, Inc. MA$322,451
Opengov, Inc. CA$262,047

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 951818041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.