Cu Benefits Alliance
Salem, OR
Cu Benefits Alliance of Salem, OR is the broker of record on 34 Form 5500 Schedule A filings covering 21 employer benefit plans across 8 states, with $1,046,232 in reported broker commissions (plan year 2025).
Quick answer
Cu Benefits Alliance (Salem, OR) is the broker of record for 21 employer benefit plan sponsors on 34 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cu Benefits Alliance have?
- Cu Benefits Alliance is named as broker on Form 5500 Schedule A filings for 21 distinct plan sponsors in 8 states.
- Who are Cu Benefits Alliance's largest employer clients?
- By plan participants, the largest include Teachers Federal Credit Union (856 participants), Oregon Community Credit Union (608 participants) and Rivermark Community Credit Union (547 participants).
- How much does Cu Benefits Alliance earn in commissions?
- Insurers reported $1 million in broker commissions and $16,083 in fees paid to Cu Benefits Alliance for plan year 2025, per Schedule A Part 1.
- Where is Cu Benefits Alliance located?
- Cu Benefits Alliance is based in Salem, OR and has employer clients in 8 states.
- How does Cu Benefits Alliance rank among benefits brokers in Oregon?
- Cu Benefits Alliance ranks #12 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cu Benefits Alliance on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Teachers Federal Credit Union | NY | 856 | 2025-12-31 |
| Oregon Community Credit Union | OR | 608 | 2024-12-31 |
| Rivermark Community Credit Union | OR | 547 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.