Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Long-term disability$13K
- Life$11K
- Other$11K
Filings through .
Sponsor portfolio
Consumerdirect, Inc
EIN 02-0701840information servicesLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.2M premiums
Participants
231
16795 VON KARMAN AVE, #230 - IRVINE, CA 92606714-431-0005consumerdirect.comLinkedIn51-200 employeesinformation services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 96 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONSUMERDIRECT, INC. RETIREMENT TRUST
401(k)
Assets$2.7M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONSUMERDIRECT, INC. WELFARE BENEFITS PLAN
Mixed - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.2M
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONSUMERDIRECT, INC. RETIREMENT TRUST | 401(k) | $2.7M | 135 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONSUMERDIRECT, INC. WELFARE BENEFITS PLAN | Mixed | CALIFORNIA PHYSICIANS SERVICE | $1.2M | 96 | 2024 |
Retirement plans
Welfare plans