Cuso Financial Services
San Diego, CA
Cuso Financial Services of San Diego, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $128,427 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Cuso Financial Services 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 |
|---|---|---|---|
| Arctic Slope Native Association, Ltd. | AK | 357 | 2024-12-31 |
| Directions Credit Union | OH | 253 | 2024-12-31 |
| Curtis Industries, LLC | MA | 141 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.