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  2. THE CSI COMPANIES, INC.
Sponsor portfolioTH

THE CSI COMPANIES, INC.

EIN 59-3270426-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$1.2M premiums
Participants
6,873
7720 BAYMEADOWS ROAD EAST - JACKSONVILLE, FL 32246904-900-4700csicompanies.comLinkedIn51-200 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$24.6M - 4,088 part#503Fully Insured-$1.2M - 3,919 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 3,919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$544K
  • Dental$329K
  • Life$225K
  • Short-term disability$124K
  • Health$72K
  • Vision$61K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • COMPSYCH4%
  • KAISER FOUNDATION HEALTH PLAN INC2%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • GALLAGHER BENEFIT SERVICES, INC.61%
  • MARSH & MCLENNAN AGENCY LLC38%
  • ASSURANCE AGENCY LTD1%
Total $228K3 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

THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$24.6M
Participants4,088
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE CSI COMPANIES, INC. HEALTH & WELFARE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives3,919
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$24.6M4,0882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE CSI COMPANIES, INC. HEALTH & WELFARE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M3,9192025
Retirement plans
Welfare plans
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