Form 5500 · Employee benefit plan · BREA, CA
ADELFI CREDIT UNION
ADELFI CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through AETNA HEALTH OF CALIFORNIA, INC. and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-6111723 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA HEALTH OF CALIFORNIA, INC. | Health | 87 | December | $18,593 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 76 | December | $10,572 |
| THRIVENT | — | 4 | December | $8,115 |
| AETNA LIFE INSURANCE COMPANY | Health | 21 | December | $6,714 |
| UNUM INSURANCE COMPANY | — | 13 | December | $1,368 |
| MEDAMERICA | — | 15 | December | $889 |
| MUTUAL OF OMAHA | — | 1 | December | $331 |
| DELTA DENTAL OF CALIFORNIA | Dental | 174 | December | $0 |
| VISION SERVICE PLAN | Vision | 76 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 90 | December | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 91 | December | $0 |
Questions
Who is ADELFI CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, ADELFI CREDIT UNION's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does ADELFI CREDIT UNION use?
ADELFI CREDIT UNION's benefit plan is written through AETNA HEALTH OF CALIFORNIA, INC., among 11 disclosed carriers.
When does ADELFI CREDIT UNION's group plan renew?
The most recent Schedule A policy period for ADELFI CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ADELFI CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.