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Sponsor portfolio

CASELLA CONSTRUCTION, INC.

EIN 03-0321732-construction-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$858K premiums
Participants
457
1385 US ROUTE 7 - PITTSFIELD, VT 05763802-773-0052casellainc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$5.9M - 270 part#501Mixed-$858K - 191 lives

Benefits portfolio analytics

1 plan / $858K premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$651K
  • Dental$90K
  • Other$51K
  • Short-term disability$45K
  • Long-term disability$27K
  • Life$17K
  • +1 more
Total $858K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA11%
  • VISION SERVICE PLAN2%
Total $858K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • DIGITAL INSURANCE LLC93%
  • CENTRO BENEFITS RESEARCH LLC4%
  • COMBINED SERVICES LLC4%
Total $24K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CASELLA CONSTRUCTION, INC. 401(K) PLAN

401k

Assets$5.9M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASELLA CONSTRUCTION, INC. WRAP PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF VERMONT

Premiums$858K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASELLA CONSTRUCTION, INC. 401(K) PLAN401k$5.9M2702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASELLA CONSTRUCTION, INC. WRAP PLANMixedBLUE CROSS AND BLUE SHIELD OF VERMONT$858K1912025
Retirement plans
Welfare plans
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