How many benefit plans does Cu Direct Corporation report on Form 5500?

Cu Direct Corporation (EIN 95-4512320) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cu Direct Corporation?

The Employer Identification Number (EIN) reported for Cu Direct Corporation is 95-4512320.

What is the latest Form 5500 filing year for Cu Direct Corporation?

The latest loaded Form 5500 filing year for Cu Direct Corporation is 2023.

Cu Direct Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cu Direct Corporation (EIN 95-4512320) is a plan sponsor located in Irvine, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 95-4512320
Location: Irvine, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $100,919,699
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $100,919,699

Contributions & income

Employer contributions: $4,280,635
Participant contributions: $5,758,873
Total income / additions: $26,370,876

Expenses & distributions

Benefits paid / distributions: $7,073,515
Total expenses: $7,318,281
Net increase / (decrease): $19,052,595

Coverage

Total reported participants: 1,519
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cu Direct Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cu Direct Corporation Capital Accumulation Plan	033	891	$100,919,699	2023
Cu Direct Corporation Welfare Benefits Plan	501	628	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cu Direct Corporation
Year	Plan	Participants	Schedules	Filing
2023	Cu Direct Corporation Capital Accumulation Plan	891	H, C	20240731192306NAL0013068019001
2023	Cu Direct Corporation Welfare Benefits Plan	628	—	20250214150020NAL0024889729001