Tax-exempt organization ยท Files a Form 5500
MONTERRA CREDIT UNION
Also filed as SAN MATEO CREDIT UNION
350 CONVENTION WAY 3RD FLOOR, REDWOOD CITY, CA 94063-1435
EIN
94-1231186
Tax-exempt status
501(c)(14) credit union
IRS · 2026-09
Deductibility
Contributions are not deductible
IRS · 2026-09
IRS ruling date
1961-06
IRS · 2026-09
NTEE code
W61
IRS · 2026-09
Latest tax period on file
2024-12
IRS · 2026-09
Revenue (latest 990)
$94,782,581
IRS · 2026-09
Assets (latest 990)
$1,763,442,270
IRS · 2026-09
Benefit plan 4, 2024 filing
MONTERRA CREDIT UNION 401(K) PLAN
DOL · 2025-10-15
Participants (start of year)
293
DOL · 2025-10-15
Plan features
code 2F2G2J2K2T2E3D
DOL · 2025-10-15
Plan type
Single-employer plan
DOL · 2025-10-15
Business code (NAICS)
522130
DOL · 2025-10-15
Benefit plan 501, 2024 filing
MONTERRA CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN
DOL · 2025-07-29
Participants (start of year)
219
DOL · 2025-07-29