How big is CU Insurance Solutions, LLC's plan?

CU Insurance Solutions, LLC's plan reported $1.9M in assets and 14 participants for 2025.

Original filing (PDF)20260127121108NAL0003219312001

CU Insurance Solutions, LLC

Name: CU Insurance Solutions, LLC — CU Insurance Solutions, Form 5500 (2025)
Creator: CU Insurance Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CU Insurance Solutions Retirement Plan

401(k) retirement plan · CU Insurance Solutions, LLC's CU Insurance Solutions Retirement Plan held $1.9M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Mary Elizabeth Ingram signed CU Insurance Solutions, LLC's 2025 Form 5500 as plan administrator.

Mary Elizabeth Ingram — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CU Insurance Solutions, LLC's EIN is 88-3466923.

EIN 88-3466923

Plan number 002

Plan year 2025

ACK ID 20260127121108NAL0003219312001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CU Insurance Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CU Insurance Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CU INSURANCE SOLUTIONS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score