Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$118K
- Life$71K
- Short-term disability$53K
- Long-term disability$36K
- +1 more
Sponsor portfolio
CASA MECHANICAL SERVICES LTD
EIN 74-2998462constructionLatest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$1.6M premiums
Participants
573
2401 E OLD SETTLERS BLVD - ROUND ROCK, TX 786659400512-334-7300casamechanical.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 271 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- CURATIVE INSURANCE COMPANY81%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
100%top
- FROST INSURANCE AGENCY 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
CASA MECHANICAL SERVICES 401K RETIREMENT PLAN
401k
Assets$7.1M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASA MECHANICAL SERVICES GROUP BENEFITS
Fully Insured - CURATIVE INSURANCE COMPANY
Premiums$1.6M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASA MECHANICAL SERVICES 401K RETIREMENT PLAN | 401k | $7.1M | 236 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASA MECHANICAL SERVICES GROUP BENEFITS | Fully Insured | CURATIVE INSURANCE COMPANY | $1.6M | 271 | 2025 |
Retirement plans
Welfare plans