Plan Ledger DOL Form 5500 · updated monthly

Cu Direct Corporationbenefits

Cu Direct Corporation Welfare Benefits Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$440,806

Cu Direct Corporation's benefits plans covered 629 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $440,806 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $701 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 9.9% from $401,246 in 2023.

Insurance contracts · 202412
CALIFORNIA PHYSICIANS' SERVICE · health drug vision hmo ppopremiums n/a · 1,005 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life std ltdpremiums n/a · 634 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental vision ppopremiums n/a · 6 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 18 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 225 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 2 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 4 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 55 covered
ARAG INSURANCE COMPANYpremiums n/a · 158 covered
UNUM INSURANCE COMPANYpremiums n/a · 62 covered
UNUM INSURANCE COMPANYpremiums n/a · 47 covered
UNUM INSURANCE COMPANYpremiums n/a · 45 covered
Brokers & agents paid · 20245
MERCER HEALTH AND BENEFITS, LLC$417,196 · incl $299,939 fees
MERCER HEALTH AND BENEFITS ADMIN$19,589 · incl $4,427 fees
MERCER HEALTH & BENEFITS ADMIN$3,481 · incl $188 fees
POLLOCK LIFE INS CORPORATION$203
Individual agent · names withheld$337

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 954512320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.