Form 5500 · Employee benefit plan · REDWOOD CITY, CA
MONTERRA CREDIT UNION
MONTERRA CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is FILICE INSURANCE SERVICES LLC. Coverage is written through PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1231186 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 14 | December | $4,719 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 18 | December | $2,943 |
| DELTA DENTAL OF CALIFORNIA | Dental | 168 | December | $0 |
| DELTA DENTAL OF CALIFORNIA | Dental | 12 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 213 | December | $0 |
| VISION SERVICE PLAN | Vision | 164 | December | $0 |
| SUTTER HEALTH PLAN | — | 223 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 183 | December | $0 |
Questions
Who is MONTERRA CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, MONTERRA CREDIT UNION's broker of record is FILICE INSURANCE SERVICES LLC.
What insurance carrier does MONTERRA CREDIT UNION use?
MONTERRA CREDIT UNION's benefit plan is written through PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, among 8 disclosed carriers.
When does MONTERRA CREDIT UNION's group plan renew?
The most recent Schedule A policy period for MONTERRA 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 MONTERRA CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.