Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CSAA INSURANCE SERVICES, INC.
EIN 46-4417209insuranceLatest filing 2024
Plans
4
Retirement
2
$1.69B assets
Welfare
2
$7.2M premiums
Participants
18,671
Retirement portfolio analytics
2 plans aggregated / $1.69B assets / 13,288 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $7.2M premiums / 3,982 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Prescription drug$4.6M
- Other$2.0M
- Life$1.7M
- Long-term disability$578K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- KAISER FOUNDATION HEALTH PLAN INC64%
- SECURIAN LIFE INSURANCE COMPANY24%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- CURALINC HEALTHCARE1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CSAA INSURANCE GROUP 401(K) PLAN
401k
Assets$872.3M
Participants5,287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$821.8M
Participants8,001
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CSAA INSURANCE GROUP HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$7.2M
Covered lives3,982
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
CSAA INSURANCE GROUP RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CSAA INSURANCE GROUP 401(K) PLAN | 401k | $872.3M | 5,287 | 2024 | |
| 001 | CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | CashBalance | $821.8M | 8,001 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CSAA INSURANCE GROUP HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $7.2M | 3,982 | 2024 | |
| 508 | CSAA INSURANCE GROUP RETIREE HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans