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Sponsor portfolioWelfare / HealthEIN 59-3270426
THE CSI COMPANIES, INC.
d/b/a CSI COMPANIES
7720 BAYMEADOWS ROAD EAST · JACKSONVILLE, FL 32246
9049004700
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
3,919
No prior year
Total participants
2,785
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$1.2M
THE CSI COMPANIES, INC. HEALTH & WELFARE PLAN
Fully insured3,919 covered·4 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$658K
THE CSI COMPANIES, INC. EXTERNAL BENEFIT PLAN
Mixed1,250 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$102K
THE CSI COMPANIES, INC. HEALTH & WELFARE PLAN
Mixed248 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $544K | 39.0% | |
| Dental | $329K | 23.5% | |
| Life | $225K | 16.1% | |
| Short-term disability | $124K | 8.9% | |
| Health | $72K | 5.2% | |
| Vision | $61K | 4.4% | |
| Long-term disability | $41K | 2.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | DVLSTDLTDOth | $1.1M | 90.2% | 1 | 10 | 732 |
EIN 360883760 | H | $52K | 4.4% | 1 | 3 | 13 |
EIN 363739783 | Oth | $42K | 3.6% | 1 | 1 | 3,919 |
EIN 941340523 | H | $21K | 1.8% | 1 | 1 | 2 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ARLINGTON HEIGHTS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC | $88K | $51K | $139K | 60.9% | 1 |
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $67K | $20K | $87K | 38.0% | 1 |
| ASSURANCE AGENCY LTD | SCHAUMBURG, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.1% | 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