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Sponsor portfolioWelfare / HealthEIN 46-4417209

CSAA INSURANCE SERVICES, INC.

3055 OAK ROAD · WALNUT CREEK, CA 94597
9252792300
Plans filed
2
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$7.2M
No prior year
Persons covered
3,982
No prior year
Total participants
5,383
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$7.2M
CSAA INSURANCE GROUP HEALTH AND WELFARE PLAN
Mixed3,982 covered·6 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #508$0
CSAA INSURANCE GROUP RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.6M33.9%
Prescription drug$4.6M33.9%
Other$2.0M15.1%
Life$1.7M12.9%
Long-term disability$578K4.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$4.6M63.7%11688
SECURIAN LIFE INSURANCE COMPANY
EIN 410417830
LOth
$1.7M24.3%113,982
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LTD
$578K8.1%113,976
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
Oth
$202K2.8%1195
CURALINC HEALTHCARE
EIN 331206383
Oth
$83K1.2%113,937
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$3K0.0%113,976

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.ALPHARETTA, GAMINNESOTA LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA, PRUDENTIAL INSURANCE COMPANY OF AMERICA$13K$42K$55K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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