Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Dental$505K
- Vision$505K
- Other$218K
- Life$217K
- Long-term disability$129K
- +1 more
Sponsor portfolio
CSI LEASING, INC.
EIN 73-0982450financial servicesLatest filing 2025
Plans
7
Retirement
1
$116.9M assets
Welfare
6
$5.0M premiums
Participants
4,824
620 TECHNOLOGY DR - WELDON SPRING, MO 633042238314-997-7010csileasing.comLinkedIn1001-5000 employeesfinancial services
Benefits portfolio analytics
6 plans / $5.0M premiums / 3,471 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- RELIANCE STANDARD LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
85%top
- ENROLLEASE85%
- TODD ORGANIZATION LLC13%
- TRUE NETWORK ADVISORS2%
- AGENT, NO A0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CSI LEASING, INC. 401(K) PLAN
401k
Assets$116.9M
Participants889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CSI LEASING, INC.- WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.0M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
CSI LEASING, INC.-ANCILLARY WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$505K
Covered lives1,168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CSI LEASING, INC.- WELFARE & DISABILITY
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$347K
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
CSI LEASING, INC. - VOLUNTARY WORKSITE BENEFITS
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$128K
Covered lives1,386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CSI LEASING INC EMPLOYER SPONSORED FRINGE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
CSI LEASING, INC. HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CSI LEASING, INC. 401(K) PLAN | 401k | $116.9M | 889 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CSI LEASING, INC.- WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.0M | 215 | 2025 | |
| 507 | CSI LEASING, INC.-ANCILLARY WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $505K | 1,168 | 2025 | |
| 501 | CSI LEASING, INC.- WELFARE & DISABILITY | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $347K | 702 | 2025 | |
| 504 | CSI LEASING, INC. - VOLUNTARY WORKSITE BENEFITS | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $128K | 1,386 | 2025 | |
| 503 | CSI LEASING INC EMPLOYER SPONSORED FRINGE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 506 | CSI LEASING, INC. HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans