Cu Insurance Solutions LLC
Plan context: Cu Insurance Solutions Retirement Plan
EIN 88-3466923 • Westbrook, ME • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$1,910,314
2025 Contributions
$223,641
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $1,910,314 | $223,641 | $13,978iApproximate average salary by contribution assumption: employee only about $349,439 at 4% or $232,959 at 6%; with 50% employer match about $232,959 at 4% or $155,306 at 6%; with 100% employer match about $174,720 at 4% or $116,480 at 6%. |
| Cu Insurance Solutions Retirement Plan | - | 16 | $1,910,314 | $223,641 | $13,978iApproximate average salary by contribution assumption: employee only about $349,439 at 4% or $232,959 at 6%; with 50% employer match about $232,959 at 4% or $155,306 at 6%; with 100% employer match about $174,720 at 4% or $116,480 at 6%. |
| 2024 | 2 | 1,038 | $1,423,752 | $198,024 | $191iApproximate average salary by contribution assumption: employee only about $4,769 at 4% or $3,180 at 6%; with 50% employer match about $3,180 at 4% or $2,120 at 6%; with 100% employer match about $2,385 at 4% or $1,590 at 6%. |
| Cu Insurance Solutions Retirement Plan | - | 16 | $1,423,752 | $198,024 | $12,377iApproximate average salary by contribution assumption: employee only about $309,413 at 4% or $206,275 at 6%; with 50% employer match about $206,275 at 4% or $137,517 at 6%; with 100% employer match about $154,706 at 4% or $103,138 at 6%. |
| Insurance Trust Life Insurance and Disability Plan | - | 1,038 | - | - | - |
| 2023 | 2 | 723 | $1,101,013 | $171,927 | $238iApproximate average salary by contribution assumption: employee only about $5,945 at 4% or $3,963 at 6%; with 50% employer match about $3,963 at 4% or $2,642 at 6%; with 100% employer match about $2,972 at 4% or $1,982 at 6%. |
| Cu Insurance Solutions Retirement Plan | - | 15 | $1,101,013 | $171,927 | $11,462iApproximate average salary by contribution assumption: employee only about $286,545 at 4% or $191,030 at 6%; with 50% employer match about $191,030 at 4% or $127,353 at 6%; with 100% employer match about $143,273 at 4% or $95,515 at 6%. |
| Insurance Trust Life Insurance and Disability Plan | - | 723 | - | - | - |