PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CASA SYSTEMS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 75-3108867

CASA SYSTEMS, INC.

PO BOX 360 · LOWELL, MA 01853
9786886706
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$2.4M
No prior year
Persons covered
136
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
CASA SYSTEMS, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed136 covered·7 carriers
Primary: HARVARD PILGRIM HEALTH CARE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M42.1%
Prescription drug$2.0M42.1%
Other$209K4.3%
Life$185K3.8%
Long-term disability$185K3.8%
Dental$167K3.5%
Vision$14K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 042452600
HRx
$2.0M83.9%1244
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$194K8.0%12136
DELTA DENTAL OF CALIFORNIA
EIN 046143185
D
$167K6.9%110
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$15K0.6%110
VISION SERVICE PLAN
EIN 061227840
V
$14K0.6%1113

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDWILMINGTON, MAVISION SERVICE PLAN, HPHC INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL MA, HARVARD PILGRIM HEALTH CARE$62K$10K$72K96.8%1
SULLIVAN INSURANCE AGENCYWORCESTER, MAACE AMERICAN INSURANCE COMPANY$2K$197$2K3.2%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica