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Sponsor portfolio

CSRS, LLC

EIN 72-0837459-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$23.8M assets
Welfare
1
$1.8M premiums
Participants
575
8555 UNITED PLAZA BOULEVARD - BATON ROUGE, LA 70809225-769-0546
Plans on this EIN
3 filings
#001401k-$16.5M - 200 part#002401k-$7.3M - 220 part#501Fully Insured-$1.8M - 267 lives

Retirement portfolio analytics

2 plans aggregated / $23.8M assets / 420 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING 401(K) (#001)69%
  • PLAN AND TRUS (#002)31%
Total $23.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
69%top
  • KT ADMINISTRATORS, LLC69%
  • ADP BROKER-DEALER31%
Total $23.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUS (#002)220
  • PROFIT SHARING 401(K) (#001)200
Total 420Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$305K
  • Vision$305K
  • Life$305K
  • Short-term disability$305K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • GROUP INSURANCE INC OF LA93%
  • GALLAGHER BENEFIT SERVICES, INC.7%
Total $124K2 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

CSRS, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$16.5M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROMAINE ELECTRIC CORPORATION RETIREMENT SAVINGS PLAN AND TRUS

401k

Assets$7.3M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CSRS, LLC MEDICAL AND ANCILLARY PLANS

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$1.8M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CSRS, INC. PROFIT SHARING 401(K) PLAN401k$16.5M2002024
002ROMAINE ELECTRIC CORPORATION RETIREMENT SAVINGS PLAN AND TRUS401k$7.3M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CSRS, LLC MEDICAL AND ANCILLARY PLANSFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$1.8M2672024
Retirement plans
Welfare plans
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