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Form 5500 · Employee benefit plan · LOS ANGELES, CA

UNIVERSITY CREDIT UNION

UNIVERSITY CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WARNER PACIFIC INS SERVICES INC. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 4 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 95-1715669 · plan 501 · as of Aug 2026

Participants
120
Carriers on file
5
Disclosed commissions
$63,147
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
CALIFORNIA PHYSICIANS SERVICEHealth187December$1,318,257$27,753
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability128December$91,664$13,356
UNITED CONCORDIA INSURANCE COMPANYDental216December$123,972$11,279
KAISER FOUNDATION HEALTH PLAN, INC.Health22December$167,955$9,108
RELIANCE STANDARD LIFE INSURANCE COMPANYVision244December$16,195$1,651

Questions

Who is UNIVERSITY CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, UNIVERSITY CREDIT UNION's broker of record is WARNER PACIFIC INS SERVICES INC.

What insurance carrier does UNIVERSITY CREDIT UNION use?

UNIVERSITY CREDIT UNION's benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 5 disclosed carriers.

When does UNIVERSITY CREDIT UNION's group plan renew?

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