Plan Ledger DOL Form 5500 · updated monthly

Educational Employees Credit Unionbenefits

Educational Employees Credit Union Welfare Benefit Plan · FRESNO, CA · plan year 2025

Broker compensation reported · 2025
$145,272

Educational Employees Credit Union's benefits plans covered 592 active participants in 2025, providing health · life · dental · vision · long-term disability. Insurance premiums totaled $156,978. Insurance brokers and agents were paid $145,272 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 92.5% of premiums. That is $245 per covered person, above the median for employer plans that report broker pay. Broker pay rose 2.7% from $141,422 in 2024.

Insurance contracts · 20257
STANDARD INSURANCE COMPANY · ltd$157K · 588 covered
ANTHEM BLUE CROSS HEALTH INSURANCE COMPANY · healthpremiums n/a · 72 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 592 covered
VISION SERVICE PLAN · visionpremiums n/a · 519 covered
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 905 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 102 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 1,001 covered
Brokers & agents paid · 20253
EDGEWOOD PARTNERS INSURANCE CENTER$130,490 · incl $5,651 fees
EDGEWOOD PARTNERS INSURANCE CENTERS$8,922
JAMES G NEAL$5,860
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941031345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.