Form 5500 · Employee benefit plan · SAN JOSE, CA
MERIWEST CREDIT UNION
Public Form 5500 records show how MERIWEST CREDIT UNION (SAN JOSE, CA) structures its employee benefits. Its broker of record is RSC INSURANCE BROKERAGE, INC.. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1521987 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Stop-loss | 92 | December | $109,081 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 211 | December | $88,432 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 227 | December | $14,212 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 226 | December | $11,489 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 225 | December | $6,713 |
| AFLAC | — | 38 | December | $5,300 |
| VISION SERVICE PLAN | Vision | 217 | December | $1,664 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 32 | December | $864 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 4 | December | $348 |
| SUTTER HEALTH | — | 228 | December | $0 |
Questions
Who is MERIWEST CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, MERIWEST CREDIT UNION's broker of record is RSC INSURANCE BROKERAGE, INC..
What insurance carrier does MERIWEST CREDIT UNION use?
MERIWEST CREDIT UNION's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 10 disclosed carriers.
When does MERIWEST CREDIT UNION's group plan renew?
The most recent Schedule A policy period for MERIWEST 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 MERIWEST CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.