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  2. CSG SYSTEMS, INC.
Sponsor portfolioTH

CSG SYSTEMS, INC.

EIN 47-0772478-Latest filing 2025
Plans
2
Retirement
1
$688.4M assets
Welfare
1
$2.5M premiums
Participants
4,834
169 INVERNESS DR. W, SUITE 300 - ENGLEWOOD, CO 80112303-200-2000
Plans on this EIN
2 filings
#001401k-$688.4M - 2,960 part#511Mixed-$2.5M - 3,922 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 3,922 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.6M
  • Long-term disability$883K
  • Vision$433K
  • Short-term disability$13K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA76%
  • VISION SERVICE PLAN10%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
  • ARAG INSURANCE COMPANY4%
  • WORKPLACE OPTIONS1%
  • +1 more
Total $2.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • CUSTOM BENEFIT PROGRAMS INC50%
  • IMA, INC.25%
  • AON CONSULTING INC23%
  • WATCHTOWER TECHNOLOGIES INC2%
Total $86K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CSG INCENTIVE SAVINGS PLAN

401k

Assets$688.4M
Participants2,960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

CSG HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.5M
Covered lives3,922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CSG INCENTIVE SAVINGS PLAN401k$688.4M2,9602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511CSG HEALTH AND WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.5M3,9222025
Retirement plans
Welfare plans
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