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Form 5500 · Employee benefit plan · FOLSOM, CA

SAFE CREDIT UNION

SAFE CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1179501 · plan 502 · as of Jul 2026

Participants
761
Carriers on file
8
Disclosed commissions
$415,795
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health492December$122,079
UNUM INSURANCE COMPANY209December$75,530
WESTERN HEALTH ADVANTAGEHealth391December$67,035
SUTTER HEALTH PLANHealth193December$55,843
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYLife302December$48,311
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability711December$35,640
VISION SERVICE PLANVision694December$11,357
CURALINC, LLC, DBA CURALINC HEALTHCARE733December$0

Questions

Who is SAFE CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, SAFE CREDIT UNION's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does SAFE CREDIT UNION use?

SAFE CREDIT UNION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 8 disclosed carriers.

When does SAFE CREDIT UNION's group plan renew?

The most recent Schedule A policy period for SAFE 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 SAFE CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.