Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$76K
- Life$42K
- Short-term disability$36K
- Long-term disability$36K
- Vision$4K
Sponsor portfolio
CASA, INC.
EIN 01-0369904government administrationLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.7M premiums
Participants
375
741 WARREN AVENUE - PORTLAND, ME 04103207-879-6165casamaine.orgLinkedIn201-500 employeesgovernment administration
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 195 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- HARVARD PILGRIM HEALTH CARE93%
- DELTA DENTAL OF CALIFORNIA5%
- ANTHEM LIFE INSURANCE COMPANY2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- RED TREE INSURANCE COMPANY, INC.0%
Broker market share
Schedule A broker compensation
82%top
- CROSS BENEFIT SOLUTIONS82%
- CROSS INSURANCE18%
- COMBINED SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASA, INC. 401(K) PLAN
401k
Assets$2.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CASA, INC. WRAP PLAN
Mixed - HARVARD PILGRIM HEALTH CARE
Premiums$1.7M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASA, INC. 401(K) PLAN | 401k | $2.7M | 180 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CASA, INC. WRAP PLAN | Mixed | HARVARD PILGRIM HEALTH CARE | $1.7M | 195 | 2024 |
Retirement plans
Welfare plans