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Form 5500 · Employee benefit plan · TUSTIN, CA

SCHOOLSFIRST FEDERAL CREDIT UNION

SCHOOLSFIRST FEDERAL CREDIT UNION of TUSTIN, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 19 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
MERCER HEALTH AND BENEFITS, LLC
Insurance carrier
KAISER FOUNDATION HEALTH PLAN, INC.
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1068595 · plan 501 · as of Jul 2026

Participants
2,897
Carriers on file
20
Disclosed commissions
$632,032
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN INCHealth2,890December$152,189
AETNA LIFE INSURANCE COMPANYHealth1,752December$149,648
AETNA HEALTH, INC.Health1,185December$83,749
LLOYDS OF LONDONDisability14December$41,791
AMERICAN HERITAGE LIFE INSURANCE COMPANY—594December$36,825
KAISER FOUNDATION HEALTH PLAN INCHealth484December$27,208
STANDARD INSURANCE COMPANYLife2,873December$25,384
AMERICAN HERITAGE LIFE INSURANCE COMPANY—311December$25,192
AMERICAN HERITAGE LIFE INSURANCE COMPANY—521December$24,800
STANDARD INSURANCE COMPANYDisability2,873December$20,607
UNUM LIFE INSURANCE COMPANY OF AMERICA—69December$16,897
STANDARD INSURANCE COMPANY—2,873December$14,662
ARAG INSURANCE COMPANY—726December$8,437
AMERICAN HERITAGE LIFE INSURANCE COMPANY—29December$4,643
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYVision6,524December$0
PRUDENTIAL INSURANCE COMPANY OF AMERICA—2,841December$0
DELTA DENTAL OF CALIFORNIADental1,364December$0
DELTA DENTAL OF CALIFORNIADental5,153December$0
SPRING HEALTH—2,899December$0
HEALTH ADVOCATE SOLUTIONS INC.—2,877December$0

Questions

Who is SCHOOLSFIRST FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, SCHOOLSFIRST FEDERAL CREDIT UNION's broker of record is MERCER HEALTH AND BENEFITS, LLC.

What insurance carrier does SCHOOLSFIRST FEDERAL CREDIT UNION use?

SCHOOLSFIRST FEDERAL CREDIT UNION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 20 disclosed carriers.

When does SCHOOLSFIRST FEDERAL CREDIT UNION's group plan renew?

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