Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Other$160K
- Life$139K
- Short-term disability$139K
- Long-term disability$139K
- Dental$122K
- +1 more
Sponsor portfolio
COLONIAL SAVINGS, F.A.
EIN 75-1103106bankingLatest filing 2025
Plans
2
Retirement
1
$91.1M assets
Welfare
1
$3.3M premiums
Participants
531
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 266 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- MJ INSURANCE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COLONIAL SAVINGS 401(K) PROFIT SHARING PLAN
401k
Assets$91.1M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COLONIAL SAVINGS GROUP BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.3M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COLONIAL SAVINGS 401(K) PROFIT SHARING PLAN | 401k | $91.1M | 335 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLONIAL SAVINGS GROUP BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $3.3M | 266 | 2025 |
Retirement plans
Welfare plans