Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$258K
- Vision$258K
- Life$258K
- Short-term disability$258K
- Long-term disability$258K
- +1 more
Sponsor portfolioTH
THE CASON GROUP
EIN 57-0932430insuranceLatest filing 2025
Plans
3
Retirement
1
$12.7M assets
Welfare
2
$2.4M premiums
Participants
632
1612 MARION STREET - COLUMBIA, SC 29201800-951-3033thecasongroup.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.4M premiums / 387 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
100%top
- THE CASON GROUP INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CASON GROUP RETIREMENT PLAN
401k
Assets$12.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CASON GROUP HEALTH BENEFIT PLAN
Fully Insured - BLUECHOICE HEALTHPLAN OF SOUTH CAROLINA, INC
Premiums$2.2M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE CASON GROUP LIFE AND DISABILITY PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$258K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CASON GROUP RETIREMENT PLAN | 401k | $12.7M | 260 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CASON GROUP HEALTH BENEFIT PLAN | Fully Insured | BLUECHOICE HEALTHPLAN OF SOUTH CAROLINA, INC | $2.2M | 173 | 2025 | |
| 502 | THE CASON GROUP LIFE AND DISABILITY PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $258K | 214 | 2025 |
Retirement plans
Welfare plans