Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CSI GEO
EIN 26-1171128civil engineeringLatest filing 2025
Plans
3
Retirement
2
$4.6M assets
Welfare
1
$281K premiums
Participants
141
2394 SAINT JOHNS BLUFF RD S - JACKSONVILLE, FL 322462310904-641-1834csi-geo.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 96 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $281K premiums / 55 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$252K
- Dental$29K
- Vision$29K
- Life$29K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNITED HEALTHCARE INSURANCE COMPANY90%
- SUN LIFE ASSURANCE COMPANY OF CANADA10%
Broker market share
Schedule A broker compensation
100%top
- JAMES F. TULLIS & ASSOCIATES, 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
CSI GEO, INC. 401(K) PLAN
401k
Assets$3.3M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CSI GEO EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.3M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CSI GEO, INC. HEALTH & WELFARE PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$281K
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CSI GEO, INC. 401(K) PLAN | 401k | $3.3M | 46 | 2024 | |
| 002 | CSI GEO EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.3M | 50 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CSI GEO, INC. HEALTH & WELFARE PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $281K | 55 | 2025 |
Retirement plans
Welfare plans