Plan Ledger DOL Form 5500 · updated monthly

Rize Credit Unionbenefits

Rize Credit Union Welfare Benefits Plan · IRWINDALE, CA · plan year 2025

Broker compensation reported · 2025
$153,380

Rize Credit Union's benefits plans covered 179 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $153,380 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $857 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 12% from $136,737 in 2024.

Insurance contracts · 20253
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 139 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 179 covered
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · health drug hmo ppopremiums n/a · 195 covered
Brokers & agents paid · 20251
THE BALDWIN GROUP WEST LLC$153,380 · incl $73,571 fees
Also brokered by The Baldwin Group West LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 951766772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.