Form 5500 · Employee benefit plan · CAPITOLA, CA
BAY FEDERAL CREDIT UNION
Public Form 5500 records show how BAY FEDERAL CREDIT UNION (CAPITOLA, CA) structures its employee benefits. Its broker of record is PBG PROFESSIONAL INSURANCE SERVICES. Coverage is written through SUTTER HEALTH PLAN and 9 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1448021 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUTTER HEALTH PLAN | Health | 293 | June | $2,115,988 | $84,640 |
| KAISER FOUNDATION HEALTH PLAN INC | — | 90 | June | $676,029 | $29,405 |
| DELTA DENTAL | Dental | 208 | June | $252,423 | $20,181 |
| KAISER FOUNDATION HEALTH PLAN INC | — | 18 | June | $112,764 | $4,457 |
| UNITED OF OMAHA LIFE INSUARNCE COMPANY | Life | 237 | June | $21,525 | $3,229 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | 9 | June | $56,329 | $2,552 |
| VISION SERVICE PLAN | Vision | 202 | June | $36,899 | $2,087 |
| EMPATHIA PACIFIC INC | — | 254 | June | $11,979 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | — | 1 | May | $11,268 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC | — | 4 | June | $27,154 | $0 |
Questions
Who is BAY FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, BAY FEDERAL CREDIT UNION's broker of record is PBG PROFESSIONAL INSURANCE SERVICES.
What insurance carrier does BAY FEDERAL CREDIT UNION use?
BAY FEDERAL CREDIT UNION's benefit plan is written through SUTTER HEALTH PLAN, among 10 disclosed carriers.
When does BAY FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for BAY FEDERAL CREDIT UNION ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BAY FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.