Csaa Insurance Services, Inc.
Overview
Csaa Insurance Services, Inc. sponsors a self-funded health plan that covered 1,368 participants in plan year 2025, down 5% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,368 · prior year 1,440
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Csaa Insurance Group Retiree Health Reimbursement Arrangement, plan 508 (1,368 participants)
- Broker compensation
- $42K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Kaiser Foundation Health Plan, Inc. | Medical, Prescription drug, HMO | 657 | $5.7M | $326 |
| Minnesota Life Insurance Company | Life | 4,052 | $1.8M | $41K |
| Life Insurance Company of North America | Long-term disability | 4,051 | $595K | — |
| Curalinc LLC | Employee Assistance Program | 4,060 | $85K | — |
| National Union Fire Insurance Company of Pittsburgh, PA | Business Travel Accident | 4,051 | $3K | $518 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,368 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Csaa Insurance Services, Inc.
- Sponsor EIN
- 46-4417209
- Plan number
- 508
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 46-4417209 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Csaa Insurance Group Cash Balance Retirement Plan
- Type
- Pension plan
- Participants
- 7,993
About this data
Source: Csaa Insurance Services, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Csaa Insurance Services, Inc..