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  2. CASSAVANT MACHINING, INC.
Sponsor portfolio

CASSAVANT MACHINING, INC.

EIN 86-0905169-machinery-Latest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$260K premiums
Participants
1,223
3617 E LASALLE ST. - PHOENIX, AZ 85040602-437-4005LinkedIn11-50 employeesmachinery
Plans on this EIN
2 filings
#002401k-$22.5M - 740 part#501Mixed-$260K - 572 lives

Benefits portfolio analytics

1 plan / $260K premiums / 572 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • Other$220K
  • Dental$40K
  • Vision$40K
Total $260K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • UNITED HEALTHCARE INSURANCE COMPANY15%
Total $260K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $35K1 slice

Plan deep-dives

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

CMI GROUP 401(K) PLAN

401k

Assets$22.5M
Participants740
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASSAVANT MACHINING, INC. WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$260K
Covered lives572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CMI GROUP 401(K) PLAN401k$22.5M7402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASSAVANT MACHINING, INC. WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$260K5722025
Retirement plans
Welfare plans
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