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Sponsor portfolioWelfare / HealthEIN 74-2998462

CASA MECHANICAL SERVICES LTD

2401 E OLD SETTLERS BLVD · ROUND ROCK, TX 786659400
5123347300
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
271
No prior year
Total participants
337
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
CASA MECHANICAL SERVICES GROUP BENEFITS
Fully insured271 covered·3 carriers
Primary: CURATIVE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M44.8%
Prescription drug$1.3M44.8%
Dental$118K4.0%
Life$71K2.4%
Short-term disability$53K1.8%
Long-term disability$36K1.2%
Vision$27K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CURATIVE INSURANCE COMPANY
EIN 882837119
HRx
$1.3M81.3%11170
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTD
$161K9.8%14271
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$145K8.9%12234

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FROST INSURANCE AGENCY INCAUSTIN, TXGUARDIAN INSURANCE, UNITED OF OMAHA LIFE INSURANCE COMPANY, CURATIVE INSURANCE COMPANY$1.6M$3K$1.6M100.0%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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