Form 5500 · Employee benefit plan · DUBLIN, CA
PATELCO CREDIT UNION
PATELCO CREDIT UNION of DUBLIN, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is RSC INSURANCE BROKERAGE INC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-0755684 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 747 | December | $299,029 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 843 | December | $59,540 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 66 | December | $18,942 |
| VISION SERVICE PLAN | Vision | 782 | December | $3,226 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 823 | December | $0 |
| GERBER LIFE INSURANCE COMPANY | Stop-loss | 238 | December | $0 |
| UNITED HEALTHCARE INSURANCE COMANY | — | 238 | December | $0 |
Questions
Who is PATELCO CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, PATELCO CREDIT UNION's broker of record is RSC INSURANCE BROKERAGE INC.
What insurance carrier does PATELCO CREDIT UNION use?
PATELCO CREDIT UNION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 7 disclosed carriers.
When does PATELCO CREDIT UNION's group plan renew?
The most recent Schedule A policy period for PATELCO 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 PATELCO CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.