Plan Ledger DOL Form 5500 · updated monthly

Meriwest Credit Unionbenefits

Meriwest Credit Union Employee Benefits Plan · SAN JOSE, CA · plan year 2025

Broker compensation reported · 2025
$257,027

Meriwest Credit Union's benefits plans covered 224 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $257,027 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,147 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 88% from $136,891 in 2024.

Insurance contracts · 202510
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 211 covered
VISION SERVICE PLAN · visionpremiums n/a · 217 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 227 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 226 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 4 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 225 covered
SUTTER HEALTHpremiums n/a · 228 covered
UNITED HEALTHCARE INSURANCE COMPANY · stop-losspremiums n/a · 92 covered
AFLACpremiums n/a · 38 covered
Brokers & agents paid · 20258
RSC INSURANCE BROKERAGE$109,081
AGIS NETWORK INSURANCE SERVICE$7,106
RICHARD B MILLANG INS SVCS INC$3,367 · incl $82 fees
EMERSON ROGERS LLC$18,804 · incl $18,804 fees
D BREDESON INSURANCE SERVICES INC$36
28 individual agents · names withheld$2,881

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Rsc Insurance Brokerage5
Masterson Co. WI$62,032

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941521987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.