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Sponsor portfolioTH

CASEY FAMILY PROGRAMS

EIN 91-0793881-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$189.7M assets
Welfare
1
$794K premiums
Participants
1,548
2001 8TH AVE, SUITE 2700 - SEATTLE, WA 98121206-378-4663casey.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001MoneyPurchase-$116.3M - 572 part#002403b-$73.4M - 599 part#502Mixed-$794K - 389 lives

Retirement portfolio analytics

2 plans aggregated / $189.7M assets / 1,171 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#001)61%
  • FAMILY PROGRAMS 403(B) (#002)39%
Total $189.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY PROGRAMS 403(B) (#002)599
  • PLAN AND TRUST (#001)572
Total 1,171Click row to drill in

Benefits portfolio analytics

1 plan / $794K premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$420K
  • Prescription drug$420K
  • Other$374K
  • Life$350K
  • Long-term disability$350K
Total $794K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
  • CURALINC HEALTHCARE2%
  • HARTFORD LIFE AND ACCIDENT1%
Total $794K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $47K2 slices

Plan deep-dives

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

CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST

MoneyPurchase

Assets$116.3M
Participants572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CASEY FAMILY PROGRAMS 403(B) PLAN

403b

Assets$73.4M
Participants599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CASEY FAMILY PROGRAMS EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Premiums$794K
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUSTMoneyPurchase$116.3M5722025
002CASEY FAMILY PROGRAMS 403(B) PLAN403b$73.4M5992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CASEY FAMILY PROGRAMS EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$794K3892025
Retirement plans
Welfare plans
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