Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$393K
- Life$87K
- Long-term disability$42K
- Short-term disability$32K
- Other$23K
Sponsor portfolio
CU INSURANCE SOLUTIONS, LLC
EIN 88-3466923insuranceLatest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$576K premiums
Participants
1,071
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $576K premiums / 861 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- DELTA DENTAL OF CALIFORNIA68%
- ANTHEM LIFE INSURANCE COMPANY22%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
99%top
- CU INSURANCE SOLUTIONS, LLC99%
- INSURANCE TRUST0%
- COMBINED SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CU INSURANCE SOLUTIONS RETIREMENT PLAN
401k
Assets$1.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
INSURANCE TRUST LIFE INSURANCE AND DISABILITY PLAN
Mewa - DELTA DENTAL PLAN OF MAINE
Premiums$576K
Covered lives861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CU INSURANCE SOLUTIONS RETIREMENT PLAN | 401k | $1.9M | 16 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | INSURANCE TRUST LIFE INSURANCE AND DISABILITY PLAN | Mewa | DELTA DENTAL PLAN OF MAINE | $576K | 861 | 2025 |
Retirement plans
Welfare plans