OpenERISA

Monterra Credit Union

Redwood City, CA, 94063

EIN 94-1231186
Plans
2
Total participants
2,046
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522130
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500004Monterra Credit Union 401(K) Plan217
2024Form 5500501Monterra Credit Union Health And Welfare Benefit Plan219
2023Form 5500004San Mateo Credit Union 401(K) Plan210
2023Form 5500501Monterra Credit Union Health And Welfare Benefit Plan219
2022Form 5500004San Mateo Credit Union 401(K) Plan199
2022Form 5500501San Mateo Credit Union Health And Welfare Benefit Plan196
2021Form 5500004San Mateo Credit Union 401(K) Plan188
2021Form 5500501San Mateo Credit Union Health And Welfare Benefit Plan191
2020Form 5500004San Mateo Credit Union 401(K) Plan209
2020Form 5500501San Mateo Credit Union Health And Welfare Benefit Plan198

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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