Plan Ledger DOL Form 5500 · updated monthly

Oceanair Federal Credit Unionbenefits

Oceanair Federal Credit Union Wrap Plan · OXNARD, CA · plan year 2024

Broker compensation reported · 2024
$69,203

Oceanair Federal Credit Union's benefits plan covered 123 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $69,203 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $563 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20244
PRINCIPAL LIFE INSURANCE COMPANY · dental visionpremiums n/a · 165 covered
CALIFORNIA PHYSICIANS' SERVICE · health drugpremiums n/a · 81 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 37 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 121 covered
Brokers & agents paid · 20242
PATRIOT GROWTH INS SVCS, LLC$67,772 · incl $36,025 fees
GI GEORGE PARENT LP$1,431 · incl $1,431 fees
Also brokered by Patriot Growth Ins Svcs, LLC4

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 951767367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.