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
Filings through .
Top hat
Cu Direct Corporation
EIN 95-4512320financial servicesLatest filing 2025
Plans
2
Retirement
1
$142.6M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $11.7M premiums / 1,005 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#033
CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN
401(k)
Assets$142.6M
Participants839
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CU DIRECT CORPORATION WELFARE BENEFITS PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$11.7M
Covered lives1,005
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #033 | CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN | 401(k) | $142.6M | 839 | 2025 |
- #033 · 401(k) · 2025839
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS' SERVICE · 20251,005
Retirement plans
Health & Benefits plans