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Sponsor portfolioTH

CSM CORPORATION

EIN 41-1320338-real estate-Latest filing 2025
Plans
2
Retirement
1
$39.9M assets
Welfare
1
$289K premiums
Participants
2,717
500 WASHINGTON AVE., SUITE 3000 - MINNEAPOLIS, MN 554151151612-395-7000csmcorp.netLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#002401k-$39.9M - 1,749 part#501Mixed-$289K - 968 lives

Benefits portfolio analytics

1 plan / $289K premiums / 968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$251K
  • Life$140K
  • Long-term disability$140K
  • Vision$38K
Total $289K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • EYEMED VISION CARE13%
Total $289K2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • BROWN & BROWN INSURANCE SERVICES85%
  • BENEFITS EXPRESS SERVICES LLC8%
  • WATCHTOWER TECHNOLOGIES INC6%
  • BENEFIT EXPRESS SERVICES LLC1%
Total $53K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CSM CORPORATION 401(K) RETIREMENT PLAN

401k

Assets$39.9M
Participants1,749
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CSM CORPORATION WRAP PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$289K
Covered lives968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CSM CORPORATION 401(K) RETIREMENT PLAN401k$39.9M1,7492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CSM CORPORATION WRAP PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$289K9682025
Retirement plans
Welfare plans
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