Form 5500 · Employee benefit plan · TUSTIN, CA
SCHOOLSFIRST FEDERAL CREDIT UNION
Public Form 5500 records show how SCHOOLSFIRST FEDERAL CREDIT UNION (TUSTIN, CA) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 19 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1068595 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 1,906 | December | $20,183,812 | $150,155 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2,960 | December | $19,423,824 | $133,284 |
| STANDARD INSURANCE COMPANY | — | 63 | December | $402,525 | $79,866 |
| AETNA HEALTH, INC. | Health | 1,195 | December | $9,947,828 | $74,299 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 6 | December | $189,786 | $37,915 |
| LLOYDS OF LONDON | Disability | 12 | December | $139,624 | $32,930 |
| STANDARD INSURANCE COMPANY | Life | 2,901 | December | $634,265 | $30,411 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 176 | December | $107,916 | $23,742 |
| STANDARD INSURANCE COMPANY | Disability | 2,901 | December | $475,901 | $23,694 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 486 | December | $3,333,427 | $22,929 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 7 | December | $152,199 | $20,154 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 67 | December | $98,851 | $17,937 |
| STANDARD INSURANCE COMPANY | — | 2,901 | December | $241,492 | $12,026 |
| ARAG INSURANCE COMPANY | — | 1,012 | December | $109,226 | $10,923 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 28 | December | $22,076 | $1,828 |
| SPRING HEALTH | — | 3,002 | December | $449,043 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | 2,841 | December | — | $0 |
| DELTA DENTAL OF CALIFORNIA | Dental | 1,475 | December | $207,338 | $0 |
| DELTA DENTAL OF CALIFORNIA | Dental | 5,235 | December | $2,762,805 | $0 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Vision | 6,729 | December | $818,041 | $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 AETNA LIFE INSURANCE COMPANY, 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.