PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Cassia
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Cassia

EIN 83-1758728-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$158.2M assets
Health & Benefits
1
$22.2M premiums
Participants
8,601
7171 OHMS LANE - EDINA, MN 55439952-855-5130cassialife.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#001403(b)-$150.3M - 5,106 part#002401(k)-$8.0M - 1,071 part#514Mixed-$22.2M - 6,329 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $158.2M assets / 6,177 participants

Assets by plan

Share of aggregate retirement assets

  • 403(B) RETIREMENT PLAN (#001)$150.3M
  • 401(K) RETIREMENT PLAN (#002)$8.0M
Total $158.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#001)5,106
  • 401(K) RETIREMENT PLAN (#002)1,071
Total 6,177Select a row to open it

Benefits portfolio analytics

1 plan / $22.2M premiums / 6,329 covered lives

Coverage 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
Total $22.2M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CASSIA 403(B) RETIREMENT PLAN

403(b)

Assets$150.3M
Participants5,106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CASSIA 401(K) RETIREMENT PLAN

401(k)

Assets$8.0M
Participants1,071
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#514

CASSIA HEALTH AND WELFARE BENEFIT PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$22.2M
Covered lives6,329
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CASSIA 403(B) RETIREMENT PLAN403(b)$150.3M5,1062025
#002CASSIA 401(K) RETIREMENT PLAN401(k)$8.0M1,0712025
  • CASSIA 403(B) RETIREMENT PLAN$150.3M
    #001 · 403(b) · 20255,106
  • CASSIA 401(K) RETIREMENT PLAN$8.0M
    #002 · 401(k) · 20251,071

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#514CASSIA HEALTH AND WELFARE BENEFIT PLANMixedMEDICA INSURANCE COMPANY$22.2M6,3292025
  • CASSIA HEALTH AND WELFARE BENEFIT PLAN$22.2M
    #514 · Mixed · MEDICA INSURANCE COMPANY · 20256,329
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica