PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CSA GLOBAL LLC
Sponsor portfolioTH

CSA GLOBAL LLC

EIN 54-1393220-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$43.1M assets
Welfare
2
$2.9M premiums
Participants
2,012
5701 CLEVELAND STREET, SUITE 140 - VIRGINIA BEACH, VA 23462717-795-9104csaassociates.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$43.1M - 1,036 part#501Mixed-$1.6M - 648 lives#503Fully Insured-$1.3M - 319 lives

Benefits portfolio analytics

2 plans / $2.9M premiums / 967 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$794K
  • Prescription drug$794K
  • Vision$790K
  • Other$416K
  • Life$409K
  • Long-term disability$409K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITEDHEALTHCARE INSURANCE COMPANY71%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY13%
  • HAWAII MEDICAL SERVICE ASSOCIATION8%
  • HARTFORD LIFE AND ACCIDENT4%
  • VISION SERVICE PLAN3%
  • +2 more
Total $1.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • REUBEN WARNER ASSOCIATES, INC.1%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
Total $127K3 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

CLIENT SOLUTION ARCHITECTS 401(K) PLAN

401k

Assets$43.1M
Participants1,036
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CSA HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives648
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CSA HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLIENT SOLUTION ARCHITECTS 401(K) PLAN401k$43.1M1,0362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CSA HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.6M6482024
503CSA HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M3192025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica