Plan Ledger DOL Form 5500 · updated monthly

Valley First Credit Unionbenefits

Valley First Credit Union Health and Welfare Plan · MODESTO, CA · plan year 2025

Broker compensation reported · 2025
$96,542

Valley First Credit Union's benefits plans covered 169 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $96,542 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $571 per covered person, in the top quarter of employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20257
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 178 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 125 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 166 covered
NATIONAL GUARDIAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 336 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 119 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 1 covered
Brokers & agents paid · 20258
EVCO INSURANCE SERVICES, INC.$51,063
EVCO INSURANCE SERVICES INC$21,789
AMWINS CONNECT INSURANCE SERVICES,$6,891
EVCO INS SERVICES INC$9,161 · incl $1,126 fees
AMWINS CONNECT INSURANCE SERVI$4,003
EVCO INSURANCE SERVICES$971
LISI LLC D/B/A AMWINS CONNECT$2,625 · incl $616 fees
Individual agent · names withheld$39

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.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941439553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.