Form 5500 · Employee benefit plan · WESTBROOK, ME
CASA, INC.
Public Form 5500 records show how CASA, INC. of WESTBROOK, ME, a health care and social assistance employer, structures its employee benefits. Its broker of record is CROSS BENEFIT SOLUTIONS. Coverage is written through HARVARD PILGRIM HEALTH CARE and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0369904 · plan 505 · as of Aug 2026
Plan brief
Schedule A lists 9 insured contracts covering dental, vision, life and disability; the largest, with HARVARD PILGRIM HEALTH CARE, covers 127 people.
Reported premium across the insured contracts is $1,695,266, with $43,790 in disclosed broker commissions — about 2.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
CROSS BENEFIT SOLUTIONS is the broker of record on all 9 contracts.
6 carriers appear on the filing — HARVARD PILGRIM HEALTH CARE, DELTA DENTAL PLAN OF MAINE, ANTHEM LIFE INSURANCE COMPANY and HPHC INSURANCE COMPANY among them — with HARVARD PILGRIM HEALTH CARE writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | — | 127 | December | $1,487,655 | $33,738 |
| DELTA DENTAL PLAN OF MAINE | Dental | 195 | December | $76,413 | $3,617 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 162 | December | $35,785 | $3,227 |
| HARVARD PILGRIM HEALTH CARE | — | 4 | December | $41,366 | $1,133 |
| HARVARD PILGRIM HEALTH CARE | — | 4 | December | $28,321 | $691 |
| PROVIDENT LIFE AND ACCIDENT INSRUANCE COMPANY | Life | 27 | December | $6,672 | $560 |
| RED TREE INSURANCE COMPANY, INC. | Vision | 111 | December | $4,253 | $486 |
| HPHC INSURANCE COMPANY | — | 1 | December | $14,801 | $338 |
| HARVARD PILGRIM HEALTH CARE | — | — | December | — | $0 |
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