Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Dental$5.0M
- Prescription drug$5.0M
- Other$381K
- Life$363K
- Short-term disability$363K
- +2 more
Sponsor portfolio
CS DISCO, INC.
EIN 46-4254444Latest filing 2025
Plans
2
Retirement
1
$37.9M assets
Welfare
1
$5.4M premiums
Participants
1,184
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.4M premiums / 736 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- AMERITAS LIFE INSURANCE CORP.1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
81%top
- ADVOCATE, INC.81%
- MERCER HEALTH AND BENEFITS, LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CS DISCO, INC. RETIREMENT TRUST
401k
Assets$37.9M
Participants750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CS DISCO, INC. HEALTH & WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$5.4M
Covered lives736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CS DISCO, INC. RETIREMENT TRUST | 401k | $37.9M | 750 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CS DISCO, INC. HEALTH & WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $5.4M | 736 | 2025 |
Retirement plans
Welfare plans