Plan Ledger DOL Form 5500 · updated monthly

Santa Clara County Federal Credit Unionbenefits

Santa Clara County Federal Credit Union Health and Welfare Plan · SAN JOSE, CA · plan year 2023

Broker compensation reported · 2023
$87,442

Santa Clara County Federal Credit Union's benefits plan covered 133 active participants in 2023, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $87,442 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $657 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20237
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 45 covered
VISION SERVICE PLAN · visionpremiums n/a · 129 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 129 covered
CONCERN EAPpremiums n/a · 116 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 116 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 133 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 133 covered
Brokers & agents paid · 20231
Also brokered by Marsh McLennan Agency5
Sanford ND$2,648,319

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 941509091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.