Form 5500 · Employee benefit plan · SAN DIEGO, CA
CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION
CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through AETNA HEALTH OF CALIFORNIA INC. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1184903 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA HEALTH OF CALIFORNIA INC. | Health | 339 | December | $77,848 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 1,236 | December | $75,519 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 457 | August | $66,339 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 839 | August | $37,862 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 12 | December | $2,884 |
| VISION SERVICE PLAN | Vision | 654 | December | $2,290 |
Questions
Who is CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION use?
CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION's benefit plan is written through AETNA HEALTH OF CALIFORNIA INC., among 6 disclosed carriers.
When does CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION's group plan renew?
The most recent Schedule A policy period for CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO 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 CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.