Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.4M
- Prescription drug$10.4M
- Vision$8.4M
- Other$1.2M
- Dental$1.2M
- Short-term disability$1.2M
- +2 more
Sponsor portfolioTH
CU DIRECT CORPORATION
EIN 95-4512320financial servicesLatest filing 2025
Plans
2
Retirement
1
$142.6M assets
Welfare
1
$11.7M premiums
Participants
1,473
2855 E GUASTI RD STE 500 - ONTARIO, CA 91761949-339-1123cudlautosmart.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.7M premiums / 1,005 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- CALIFORNIA PHYSICIANS SERVICE72%
- KAISER FOUNDATION HEALTH PLAN INC17%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- WANGLIN, RONALD, CHASE0%
- POLLOCK LIFE INS CORPORATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN
401k
Assets$142.6M
Participants839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CU DIRECT CORPORATION WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$11.7M
Covered lives1,005
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN | 401k | $142.6M | 839 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CU DIRECT CORPORATION WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $11.7M | 1,005 | 2025 |
Retirement plans
Welfare plans