PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CSP MANAGEMENT, INC.
Sponsor portfolio

CSP MANAGEMENT, INC.

EIN 20-1257602-Latest filing 2025
Plans
2
Retirement
1
$63.7M assets
Welfare
1
$17.6M premiums
Participants
4,402
869 SOUTH OLD US 23 - BRIGHTON, MI 48114810-632-6863
Plans on this EIN
2 filings
#001401k-$63.7M - 2,559 part#510Mixed-$17.6M - 1,843 lives

Benefits portfolio analytics

1 plan / $17.6M premiums / 1,843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.7M
  • Prescription drug$16.7M
  • Life$743K
  • Short-term disability$743K
  • Long-term disability$743K
  • Other$743K
  • +1 more
Total $17.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CARE NETWORK OF MICHIGAN52%
  • BLUE CROSS OF CALIFORNIA43%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $17.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • SCOTT SETTLE47%
  • USI INSURANCE SERVICES LLC40%
  • SALVATORE J. GIAMMARUSTI III13%
Total $483K3 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

PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN

401k

Assets$63.7M
Participants2,559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PARTNER SOLUTIONS FOR SCHOOLS EMPLOYEE BENEIFITS PLAN

Mixed - BLUE CARE NETWORK OF MICHIGAN

Premiums$17.6M
Covered lives1,843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN401k$63.7M2,5592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PARTNER SOLUTIONS FOR SCHOOLS EMPLOYEE BENEIFITS PLANMixedBLUE CARE NETWORK OF MICHIGAN$17.6M1,8432025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica