Form 5500 · Employee benefit plan · IRVINE, CA
CU DIRECT CORPORATION
Public Form 5500 records show how CU DIRECT CORPORATION (IRVINE, CA) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 11 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4512320 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 634 | July | $54,443 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 225 | July | $46,104 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 55 | July | $12,328 |
| UNUM INSURANCE COMPANY | — | 47 | July | $7,010 |
| UNUM INSURANCE COMPANY | — | 45 | July | $5,255 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 18 | July | $4,382 |
| UNUM INSURANCE COMPANY | — | 62 | July | $3,293 |
| ARAG INSURANCE COMPANY | — | 158 | July | $2,897 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 4 | July | $319 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 2 | July | $221 |
| CALIFORNIA PHYSICIANS' SERVICE | Health, Vision | 1,005 | July | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 6 | July | $0 |
Questions
Who is CU DIRECT CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, CU DIRECT CORPORATION's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does CU DIRECT CORPORATION use?
CU DIRECT CORPORATION's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 12 disclosed carriers.
When does CU DIRECT CORPORATION's group plan renew?
The most recent Schedule A policy period for CU DIRECT CORPORATION ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CU DIRECT CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.