Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CASSIA
EIN 83-1758728hospital & health careLatest filing 2025
Plans
3
Retirement
2
$135.2M assets
Welfare
1
$22.2M premiums
Participants
9,124
7171 OHMS LANE - EDINA, MN 55439952-855-5130cassialife.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $135.2M assets / 6,700 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $22.2M premiums / 6,329 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$21.6M
- Prescription drug$21.4M
- Other$614K
- Life$555K
- Long-term disability$370K
- Short-term disability$185K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
95%top
- MEDICA INSURANCE COMPANY95%
- RELIASTAR LIFE INSURANCE COMPANY2%
- BENCHMARK INSURANCE COMPANY1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
95%top
- USI INSURANCE SERVICES LLC95%
- NATIONAL ENROLLMENT PARTNERS LLC2%
- WORLD INSURANCE ASSOCIATES LLC1%
- MJ INSURANCE0%
- WILLIS TOWERS WATSON US LLC0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASSIA 403(B) RETIREMENT PLAN
403b
Assets$128.2M
Participants5,755
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CASSIA 401(K) RETIREMENT PLAN
401k
Assets$7.0M
Participants945
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514
CASSIA HEALTH AND WELFARE BENEFIT PLAN
Mixed - MEDICA INSURANCE COMPANY
Premiums$22.2M
Covered lives6,329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASSIA 403(B) RETIREMENT PLAN | 403b | $128.2M | 5,755 | 2024 | |
| 002 | CASSIA 401(K) RETIREMENT PLAN | 401k | $7.0M | 945 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 514 | CASSIA HEALTH AND WELFARE BENEFIT PLAN | Mixed | MEDICA INSURANCE COMPANY | $22.2M | 6,329 | 2025 |
Retirement plans
Welfare plans