Assets by plan
Share of aggregate retirement assets
- SYSTEMS, INC. 401(K) (#002)$139.6M
Filings through .
Top hat
Cass Information Systems, Inc.
EIN 43-1265338information servicesLatest filing 2025
Plans
3
Retirement
2
$141.7M assets
Health & Benefits
1
$1.7M premiums
Participants
1,967
12444 POWERSCOURT DR, SUITE 550 - ST. LOUIS, MO 63131314-506-5500cassinfo.comLinkedIn1001-5000 employeesinformation services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $141.7M assets / 1,134 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 1,185 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$890K
- Vision$890K
- Stop-loss$890K
- Other$786K
- Life$768K
- Short-term disability$768K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CASS INFORMATION SYSTEMS, INC. 401(K) PLAN
401(k)
Assets$139.6M
Participants1,134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF CASS INFORMATION SYSTEMS, INC.
Traditional DB
Assets$2.1M
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CASS INFORMATION SYSTEMS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN
Mixed - HEALTHY ALLIANCE LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,185
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CASS INFORMATION SYSTEMS, INC. 401(K) PLAN | 401(k) | $139.6M | 1,134 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF CASS INFORMATION SYSTEMS, INC. | Traditional DB | $2.1M | 0 | 2024 |
- #002 · 401(k) · 20251,134
- #001 · Traditional DB · 20240
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CASS INFORMATION SYSTEMS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN | Mixed | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $1.7M | 1,185 | 2025 |
- #501 · Mixed · HEALTHY ALLIANCE LIFE INSURANCE COMPANY · 20251,185
Retirement plans
Health & Benefits plans