Form 5500 · Employee benefit plan · WESTMINSTER, CA
LBS FINANCIAL CREDIT UNION
LBS FINANCIAL CREDIT UNION of WESTMINSTER, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SALLY COKER. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 9 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1644568 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 116 | September | $33,972 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 94 | September | $15,206 |
| STANDARD INSURANCE COMPANY | Life | 226 | September | $8,661 |
| VISION SERVICE PLAN | Vision | 221 | September | $3,060 |
| STANDARD INSURANCE COMPANY | Disability | 226 | September | $2,992 |
| UNITED HEALTHCARE INSURANCE COMPANY | Dental | 23 | September | $1,065 |
| STANDARD INSURANCE COMPANY | — | 22 | September | $654 |
| AETNA LIFE INSURANCE COMPANY | Stop-loss | 114 | September | $0 |
| SUN LIFE OF CANADA | Stop-loss | 114 | September | $0 |
| DELTA DENTAL OF CALIFORNIA | Dental | 291 | September | $0 |
Questions
Who is LBS FINANCIAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, LBS FINANCIAL CREDIT UNION's broker of record is SALLY COKER.
What insurance carrier does LBS FINANCIAL CREDIT UNION use?
LBS FINANCIAL CREDIT UNION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 10 disclosed carriers.
When does LBS FINANCIAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for LBS FINANCIAL CREDIT UNION ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LBS FINANCIAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.