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Sponsor portfolio

CASA, INC.

EIN 52-1372972-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.5M premiums
Participants
436
8151 15TH AVENUE - HYATTSVILLE, MD 20783240-296-2901wearecasa.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#002401k-$3.9M - 232 part#506Fully Insured-$1.5M - 314 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$258K
  • Vision$258K
  • Life$258K
  • Short-term disability$258K
  • Long-term disability$258K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • NFP INSURANCE SERVICES INC53%
  • ENROLLEASE22%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
  • AMWINS11%
Total $115K4 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

CASA, INC. 401(K) PLAN

401k

Assets$3.9M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

CASA INC.

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC

Premiums$1.5M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CASA, INC. 401(K) PLAN401k$3.9M2322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506CASA INC.Fully InsuredKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC$1.5M3142025
Retirement plans
Welfare plans
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