Plan Ledger DOL Form 5500 · updated monthly

Patelco Credit Unionbenefits

Patelco Credit Union Employee Benefits Plan · DUBLIN, CA · plan year 2025

Broker compensation reported · 2025
$425,387

Patelco Credit Union's benefits plans covered 802 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $425,387 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $530 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 12% from $380,737 in 2024.

Insurance contracts · 20256
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 715 covered
VISION SERVICE PLAN · visionpremiums n/a · 804 covered
RELIASTAR LIFE INSURANCE COMPANY · life ltdpremiums n/a · 854 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 262 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 854 covered
GERBER LIFE INSURANCE COMPANY · stop-losspremiums n/a · 150 covered
Brokers & agents paid · 20254
RISK STRATEGIES COMPANY$110,205
3 individual agents · names withheld$1,146

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 Brokerage, Inc.5
Cooley Holdings TX$356,743
Weee! Inc CA$217,141

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 940755684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.