Monterra Credit Unionbenefits
Monterra Credit Union Health and Welfare Benefit Plan · REDWOOD CITY, CA · plan year 2025
Broker compensation reported · 2025
$11,064
Monterra Credit Union's benefits plans covered 219 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $11,064 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $51 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 5.1% from $11,655 in 2024.
Insurance contracts · 20257
VISION SERVICE PLAN · visionpremiums n/a · 169 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 188 covered
DELTA DENTAL OF CALIFORNIA · dental ppopremiums n/a · 176 covered
DELTA DENTAL OF CALIFORNIA · dental ppopremiums n/a · 11 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 219 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 6 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYpremiums n/a · 17 covered
Brokers & agents paid · 20252
FILICE INSURANCE SERVICES, LLC$8,450
ACRISURE$2,614 · incl $2,614 fees
Also brokered by Filice Insurance Services, LLC5
Chawk Technology International Inc. CA$40,267
Value Plumbing, Inc. CA$27,350
Sierra Railroad Company CA$11,589
Egain Corporation CA$9,987
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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941231186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.