Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Long-term disability$1.0M
- Life$995K
- Short-term disability$995K
- Vision$304K
- Health$10K
- +1 more
Sponsor portfolioTH
CU COOPERATIVE SYSTEMS, INC.
EIN 95-3732627Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$214.5M assets
Welfare
1
$1.9M premiums
Participants
7,445
9692 HAVEN AVENUE SUITE 300 - RANCHO CUCAMONGA, CA 917305891800-782-9042
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 3,145 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA54%
- METROPOLITAN LIFE INSURANCE COMPANY26%
- VISION SERVICE PLAN16%
- HEALTH ADVOCATE SOLUTIONS, INC.2%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
70%top
- MERCER HEALTH AND BENEFITS, LLC70%
- LOCKTON COMPANIES, LLC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
CO-OP SOLUTIONS 401(K) RETIREMENT PLAN
401k
Assets$214.5M
Participants5,556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CU COOPERATIVE SYSTEMS, INC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.9M
Covered lives3,145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | CO-OP SOLUTIONS 401(K) RETIREMENT PLAN | 401k | $214.5M | 5,556 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CU COOPERATIVE SYSTEMS, INC EMPLOYEE WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.9M | 3,145 | 2024 |
Retirement plans
Welfare plans