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Sponsor portfolioWelfare / HealthEIN 95-4512320

CU DIRECT CORPORATION

18400 VON KARMAN AVENUE, SUITE 900 · IRVINE, CA 92612
9094812300
Plans filed
1
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$11.7M
No prior year
Persons covered
1,005
No prior year
Total participants
634
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$11.7M
CU DIRECT CORPORATION WELFARE BENEFITS PLAN
Fully insured1,005 covered·8 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$10.4M29.5%
Prescription drug$10.4M29.5%
Vision$8.4M23.9%
Other$1.2M3.5%
Dental$1.2M3.5%
Short-term disability$1.2M3.4%
Life$1.2M3.3%
Long-term disability$1.2M3.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxV
$8.4M71.7%111,005
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.0M17.1%13225
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDLTDOth
$1.2M10.0%11634
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
STDOth
$69K0.6%1562
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDV
$46K0.4%116
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$19K0.2%11158

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCMINNEAPOLIS, MNUNUM INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., KAISER FOUNDATION HEALTH PLAN OF COLORADO, CALIFORNIA PHYSICIANS' SERVICE, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$136K$305K$440K99.9%1
WANGLIN, RONALD, CHASEPASADENA, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$337$0$3370.1%1
POLLOCK LIFE INS CORPORATIONREDWOOD CITY, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$203$0$2030.0%1

History & trajectory

11 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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