Plan Ledger DOL Form 5500 · updated monthly

Safe Credit Unionbenefits

Safe Credit Union Health and Welfare Plan · FOLSOM, CA · plan year 2025

Broker compensation reported · 2025
$492,931

Safe Credit Union's benefits plans covered 639 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $492,931 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $771 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 13% from $437,017 in 2024.

Insurance contracts · 20258
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 427 covered
VISION SERVICE PLAN · visionpremiums n/a · 620 covered
SUTTER HEALTH PLAN · health drug hmopremiums n/a · 232 covered
CURALINC LLCpremiums n/a · 655 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 472 covered
WESTERN HEALTH ADVANTAGE · health drug hmo ppopremiums n/a · 360 covered
UNUM INSURANCE COMPANYpremiums n/a · 205 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 642 covered
Brokers & agents paid · 20252
USI INSURANCE SERVICES LLC$323,312 · incl $11,650 fees
BENEFIT COMMUNICATIONS, INC.$169,619 · incl $17,618 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941179501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.