Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
Sponsor portfolio
CASA-TRINITY, INC.
EIN 16-1039939non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$1.1M premiums
Participants
456
4612 MILLENIUM DRIVE - GENESEO, NY 14454585-243-9210casa-trinity.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 91 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Broker market share
Schedule A broker compensation
100%top
- PAYCHEX INSURANCE AGENCY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASA-TRINITY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.4M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
EXCELLUS MEDICAL PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$1.1M
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASA-TRINITY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.4M | 365 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | EXCELLUS MEDICAL PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $1.1M | 91 | 2025 |
Retirement plans
Welfare plans