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Sponsor portfolio

COLUMBIA SOUTHERN EDUCATION GROUP

EIN 63-1175854-education management-Latest filing 2025
Plans
2
Retirement
1
$35.8M assets
Welfare
1
$1.1M premiums
Participants
1,857
21982 UNIVERSITY LANE - ORANGE BEACH, AL 36561850-434-5321csegroup.comLinkedIn5001-10000 employeeseducation management
Plans on this EIN
2 filings
#001401k-$35.8M - 1,037 part#501Mixed-$1.1M - 932 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 932 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$610K
  • Life$512K
  • Short-term disability$512K
  • Long-term disability$512K
  • Dental$445K
  • Vision$445K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY49%
  • PRINCIPAL LIFE INSURANCE COMPANY42%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • LEGALPLANS, USA2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HUB INTERNATIONAL MIDWEST LIMITED74%
  • TOTAL BENEFIT SOLUTIONS13%
  • CENTRO BENEFITS RESEARCH LLC9%
  • SBR SERVICES LLC4%
  • DIGITAL INSURANCE LLC0%
Total $237K5 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 COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN

401k

Assets$35.8M
Participants1,037
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLUMBIA SOUTHERN EDUCATION GROUP HEALTH INSURANCE

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives932
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN401k$35.8M1,0372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLUMBIA SOUTHERN EDUCATION GROUP HEALTH INSURANCEMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.1M9322025
Retirement plans
Welfare plans
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