Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CSH GROUP, INC.
EIN 31-0800053accountingLatest filing 2025
Plans
3
Retirement
2
$145.3M assets
Welfare
1
$1.4M premiums
Participants
1,171
10100 INNOVATION DRIVE - SUITE 400 - DAYTON, OH 45342513-424-5000cshco.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $145.3M assets / 782 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 818 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$644K
- Other$446K
- Life$376K
- Long-term disability$326K
- Dental$285K
- Vision$38K
Carrier market share
Premium dollars by Schedule A carrier
46%top
- QBE INSURANCE46%
- UNUM LIFE INSURANCE COMPANY OF AMERICA32%
- SUPERIOR DENTAL CARE20%
- FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)
401k
Assets$136.4M
Participants709
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLARK, SCHAEFER, HACKETT & CO. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$8.9M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
CSH GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - QBE INSURANCE CORPORATION
Premiums$1.4M
Covered lives818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | 401k | $136.4M | 709 | 2024 | |
| 002 | CLARK, SCHAEFER, HACKETT & CO. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $8.9M | 73 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | CSH GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | QBE INSURANCE CORPORATION | $1.4M | 818 | 2025 |
Retirement plans
Welfare plans