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Sponsor portfolioTH

CASS INFORMATION SYSTEMS, INC.

EIN 43-1265338-information services-Latest filing 2025
Plans
3
Retirement
2
$141.7M assets
Welfare
1
$2.4M premiums
Participants
2,102
12444 POWERSCOURT DR, SUITE 550 - ST. LOUIS, MO 63131314-506-5500cassinfo.comLinkedIn1001-5000 employeesinformation services
Plans on this EIN
3 filings
#002401k-$139.6M - 1,134 part#001TraditionalDB-$2.1M - 0 part#501Fully Insured-$2.4M - 1,255 lives

Retirement portfolio analytics

2 plans aggregated / $141.7M assets / 1,134 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SYSTEMS, INC. 401(K) (#002)98%
  • INFORMATION SYSTEMS, INC. (#001)2%
Total $141.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEMS, INC. 401(K) (#002)1,134
Total 1,134Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Other$784K
  • Life$756K
  • Short-term disability$756K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • HEALTH NET68%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA31%
  • CURALINC HEALTHCARE1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • MARSH & MCLENNAN AGENCY LLC6%
Total $31K2 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

CASS INFORMATION SYSTEMS, INC. 401(K) PLAN

401k

Assets$139.6M
Participants1,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF CASS INFORMATION SYSTEMS, INC.

TraditionalDB

Assets$2.1M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASS INFORMATION SYSTEMS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives1,255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CASS INFORMATION SYSTEMS, INC. 401(K) PLAN401k$139.6M1,1342025
001RETIREMENT PLAN FOR EMPLOYEES OF CASS INFORMATION SYSTEMS, INC.TraditionalDB$2.1M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASS INFORMATION SYSTEMS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANFully InsuredHEALTHY ALLIANCE LIFE INSURANCE COMPANY$2.4M1,2552024
Retirement plans
Welfare plans
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