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Sponsor portfolio

CSG CONSULTANTS, INC.

EIN 91-2053749-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$52.2M assets
Welfare
1
$2.2M premiums
Participants
1,058
550 PILGRIM DRIVE - FOSTER CITY, CA 94404650-522-2582csgengr.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$45.4M - 439 part#002ESOP-$6.8M - 361 part#501Fully Insured-$2.2M - 484 lives

Retirement portfolio analytics

2 plans aggregated / $52.2M assets / 800 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • INC. 401(K) Savings (#001)87%
  • EMPLOYEE STOCK OWNERSHIP (#002)13%
Total $52.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#001)439
  • EMPLOYEE STOCK OWNERSHIP (#002)361
Total 800Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 484 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$261K
  • Life$139K
  • Long-term disability$139K
  • Other$139K
  • Vision$40K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • KAISER FOUNDATION HEALTH PLAN INC36%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • ACRISURE LLC87%
  • PROGRESSIVE BENEFIT GROUP10%
  • CHRISTINE PETROCELLI3%
Total $224K3 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

CSG CONSULTANTS, INC. 401(K) SAVINGS PLAN

401k

Assets$45.4M
Participants439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CSG CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.8M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CSG CONSULTANTS, INC. WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CSG CONSULTANTS, INC. 401(K) SAVINGS PLAN401k$45.4M4392024
002CSG CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.8M3612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CSG CONSULTANTS, INC. WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.2M4842025
Retirement plans
Welfare plans
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