AUMdb

Credit Union Self Insured Group Of California Inc

EIN 200406647 · 501(c)(6) · Public charity · Orangevale, CA · recognized 2005

Assets
$32.2M
Revenue
$2.8M
Expenses
$1.5M
Investment income
$216K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Risk Statregies Company Insurance broker $478,957
Affinity Group Administrators Program administration $342,050
Acclamation Insurance Management Service Claims handling $240,000
Morgan Stanley Investment broker $150,000
Allied Managed Care Bill and utilization review $103,620

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Raquel Flores Chair $0 $0
Chris Harris Vice chair $0 $0
Melissa Cleborne Vice chair $0 $0
Janet Mainenti Secretary $0 $0
Hudson Lee Treasurer $0 $0
Leeanne Giblin Member at large $0 $0
Tom Gray Member at large $0 $0
Lisa Pesta Member at large $0 $0
Mark Manns Member at large $0 $0