Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Other$112K
- Vision$39K
- Life$38K
Sponsor portfolio
C.A. CURTZE COMPANY
EIN 25-0925399food & beveragesLatest filing 2025
Plans
2
Retirement
1
$44.0M assets
Welfare
1
$5.5M premiums
Participants
1,185
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.5M premiums / 771 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
94%top
- LILLIS MCKIBBEN BONGIOVANNI & CO94%
- PROFESSIONAL GROUP PLANS INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
C.A. CURTZE COMPANY EMPLOYEES GROWTH PROFILE RETIREMENT PLAN
401k
Assets$44.0M
Participants715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C.A. CURTZE COMPANY WELFARE PLAN
Mixed - AETNA LIFE INSURANCE CO
Premiums$5.5M
Covered lives771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C.A. CURTZE COMPANY EMPLOYEES GROWTH PROFILE RETIREMENT PLAN | 401k | $44.0M | 715 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C.A. CURTZE COMPANY WELFARE PLAN | Mixed | AETNA LIFE INSURANCE CO | $5.5M | 771 | 2025 |
Retirement plans
Welfare plans