Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$98K
- Life$78K
- Long-term disability$78K
- Other$78K
- +1 more
Sponsor portfolioTH
THE CSM GROUP, INC.
EIN 38-2472025constructionLatest filing 2025
Plans
2
Retirement
1
$25.3M assets
Welfare
1
$1.8M premiums
Participants
387
600 E MICHIGAN, SUITE A - KALAMAZOO, MI 49007269-746-5600csmgroup.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 296 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DELTA DENTAL OF CALIFORNIA6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
68%top
- MICHELLE R. STOUFFER68%
- TRICOAST ADVISORS LLC29%
- HNI RISK SERVICES3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CSM GROUP, INC. SAVINGS PLAN
401k
Assets$25.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CSM GROUP HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.8M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CSM GROUP, INC. SAVINGS PLAN | 401k | $25.3M | 227 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CSM GROUP HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.8M | 296 | 2025 |
Retirement plans
Welfare plans