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Sponsor portfolio

CASS CONSTRUCTION, INC.

EIN 95-2904966-Construction-Latest filing 2025
Plans
3
Retirement
2
$25.1M assets
Welfare
1
$2.0M premiums
Participants
454
P.O. BOX 309 - EL CAJON, CA 92022619-590-0929
Plans on this EIN
3 filings
#003401k-$19.2M - 242 part#002401k-$5.9M - 51 part#501Mixed-$2.0M - 315 lives

Retirement portfolio analytics

2 plans aggregated / $25.1M assets / 293 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASS ARRIETA 401(K) (#003)76%
  • 401(K) RETIREMENT Savings (#002)24%
Total $25.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASS ARRIETA 401(K) (#003)242
  • 401(K) RETIREMENT Savings (#002)51
Total 293Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Vision$17K
  • Life$8K
  • Other$8K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • COTTINGHAM & BUTLER67%
  • AMWINS33%
Total $118K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CASS ARRIETA 401(K) PLAN

401k

Assets$19.2M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CASS CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$5.9M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASS CONSTRUCTION INC. WELFARE BENEFITS PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$2.0M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CASS ARRIETA 401(K) PLAN401k$19.2M2422024
002CASS CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS PLAN401k$5.9M512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASS CONSTRUCTION INC. WELFARE BENEFITS PLANMixedBLUE CROSS OF CALIFORNIA$2.0M3152025
Retirement plans
Welfare plans
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