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Sponsor portfolioWelfare / HealthEIN 95-3732627

CU COOPERATIVE SYSTEMS INC.

9692 HAVEN AVENUE · RANCHO CUCAMONGA, CA 91730
8007829042
Plans filed
2
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
3,145
No prior year
Total participants
1,889
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #510$1.9M
CU COOPERATIVE SYSTEMS, INC EMPLOYEE WELFARE BENEFIT PLAN
Mixed3,145 covered·9 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #511$0
CO-OP FINANCIAL SERVICES FLEXIBLE COMPENSATION PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.5M31.5%
Long-term disability$1.0M20.9%
Life$995K20.5%
Short-term disability$995K20.5%
Vision$304K6.3%
Health$10K0.2%
Prescription drug$10K0.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$1.0M54.5%131,860
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$491K26.3%151,026
VISION SERVICE PLAN
EIN 941632821
V
$304K16.3%111,431
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$42K2.2%111,863
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$10K0.5%113,145
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$9500.1%111,858

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, METLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, VISION SERVICE PLAN$84K$16K$100K69.7%1
LOCKTON COMPANIES, LLCPASADENA, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, METLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$38K$6K$43K30.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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