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Sponsor portfolio

CASTO MANAGEMENT SERVICES, INC.

EIN 81-0618128-real estate-Latest filing 2025
Plans
2
Retirement
1
$64.4M assets
Welfare
1
$1.1M premiums
Participants
710
250 CIVIC CENTER DRIVE, SUITE 500 - COLUMBUS, OH 43215614-744-2064LinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#002401k-$64.4M - 401 part#520Fully Insured-$1.1M - 349 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$707K
  • Other$217K
  • Life$207K
  • Short-term disability$207K
  • Long-term disability$207K
  • Dental$171K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
  • CURALINC HEALTHCARE1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • THE JAMES B OSWALD COMPANY87%
  • CENTRO BENEFITS RESEARCH LLC13%
Total $138K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CASTO MANAGEMENT SERVICES, INC. SAVINGS AND RETIREMENT PLAN

401k

Assets$64.4M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

CASTO MANAGEMENT SERVICES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CASTO MANAGEMENT SERVICES, INC. SAVINGS AND RETIREMENT PLAN401k$64.4M4012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520CASTO MANAGEMENT SERVICES, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M3492025
Retirement plans
Welfare plans
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