Form 5500 · Employee benefit plan · SANTA ANA, CA
ORANGE COUNTY'S CREDIT UNION
ORANGE COUNTY'S CREDIT UNION of SANTA ANA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1797779 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 487 | December | $150,724 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 353 | December | $13,895 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 123 | December | $10,343 |
| DELTA DENTAL OF CALIFORNIA | Dental | 359 | December | $9,516 |
| UNUM INSURANCE COMPANY | — | 46 | December | $2,143 |
| UNUM INSURANCE COMPANY | — | 51 | December | $1,905 |
| VISION SERVICE PLAN | Vision | 300 | December | $1,841 |
| DELTA DENTAL OF CALIFORNIA | Dental | 193 | December | $1,477 |
| TELUS HEALTH (US) LTD. | — | 334 | December | $0 |
Questions
Who is ORANGE COUNTY'S CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, ORANGE COUNTY'S CREDIT UNION's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does ORANGE COUNTY'S CREDIT UNION use?
ORANGE COUNTY'S CREDIT UNION's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 9 disclosed carriers.
When does ORANGE COUNTY'S CREDIT UNION's group plan renew?
The most recent Schedule A policy period for ORANGE COUNTY'S 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 ORANGE COUNTY'S CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.