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Sponsor portfolio

CSM COMPANIES, INC.

EIN 39-1302058-Latest filing 2025
Plans
2
Retirement
1
$61.4M assets
Welfare
1
$3.4M premiums
Participants
2,238
PO BOX 14200 - MADISON, WI 537080200608-241-5616
Plans on this EIN
2 filings
#001401k-$61.4M - 1,320 part#501Fully Insured-$3.4M - 1,107 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 1,107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Other$1.6M
  • Prescription drug$1.5M
  • Life$650K
  • Short-term disability$650K
  • Long-term disability$650K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • BLUE CARE NETWORK OF MICHIGAN36%
  • BLUE CROSS OF CALIFORNIA26%
  • RELIASTAR LIFE INSURANCE COMPANY19%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION8%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • COTTINGHAM & BUTLER73%
  • WILLIAM SCHWARZENBART17%
  • IBENEFIT COMMUNICATION LLC10%
Total $214K3 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

CSM COMPANIES, INC. 401(K) PLAN

401k

Assets$61.4M
Participants1,320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CSM COMPANIES, INC. EMPLOYEE HEALTH CARE PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$3.4M
Covered lives1,107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CSM COMPANIES, INC. 401(K) PLAN401k$61.4M1,3202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CSM COMPANIES, INC. EMPLOYEE HEALTH CARE PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$3.4M1,1072025
Retirement plans
Welfare plans
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