PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CARTON SERVICE CSI, LLC
Sponsor portfolio

CARTON SERVICE CSI, LLC

EIN 81-3781387-packaging and containers-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$1.3M premiums
Participants
289
FIRST QUALITY DRIVE - SHELBY, OH 44875419-342-5010cartonservice.comLinkedIn201-500 employeespackaging and containers
Plans on this EIN
2 filings
#001401k-$11.6M - 120 part#501Fully Insured-$1.3M - 169 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Short-term disability$37K
  • Long-term disability$37K
  • Dental$34K
  • Other$2K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • DELTA DENTAL OF CALIFORNIA3%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARTON SERVICE CSI, LLC 401(K) PLAN

401k

Assets$11.6M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARTON SERVICE CSI LLC WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTH CARE INSURANCE COMPANY

Premiums$1.3M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARTON SERVICE CSI, LLC 401(K) PLAN401k$11.6M1202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARTON SERVICE CSI LLC WELFARE BENEFIT PLANFully InsuredUNITED HEALTH CARE INSURANCE COMPANY$1.3M1692024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica