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Sponsor portfolio

COMMONWEALTH CASUALTY COMPANY

EIN 27-1967640-insurance-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$935K premiums
Participants
279
2500 N 24TH ST - PHOENIX, AZ 850081842847-764-8483commonwealthcasualty.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$2.8M - 145 part#501Mixed-$935K - 134 lives

Benefits portfolio analytics

1 plan / $935K premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$866K
  • Life$69K
  • Short-term disability$69K
  • Long-term disability$69K
  • Other$69K
Total $935K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $935K2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • PARAGON PARTNERS LTD57%
  • JAMES P PATRICIAN36%
  • MITCHELL HECTOR MORALES7%
Total $34K3 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

COMMONWEALTH CASUALTY COMPANY 401(K) PLAN

401k

Assets$2.8M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMONWEALTH CASUALTY COMPANY WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$935K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMONWEALTH CASUALTY COMPANY 401(K) PLAN401k$2.8M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMONWEALTH CASUALTY COMPANY WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$935K1342025
Retirement plans
Welfare plans
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