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Form 5500 · Employee benefit plan · ROUND ROCK, TX

CASA MECHANICAL SERVICES LTD

Public Form 5500 records show how CASA MECHANICAL SERVICES LTD (ROUND ROCK, TX) structures its employee benefits. Its broker of record is FROST INSURANCE AGENCY, INC.. Coverage is written through GUARDIAN INSURANCE and 6 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2998462 · plan 501 · as of Jul 2026

Participants
368
Carriers on file
7
Disclosed commissions
$1,291,774
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIAN INSURANCEDental234November$1,180,667
CURATIVE INSURANCE COMPANYHealth170November$79,843
UNITED OF OMAHA LIFE INSURANCE COMPANY103November$10,670
UNITED OF OMAHA LIFE INSURANCE COMPANYLife140November$10,065
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability110November$7,170
GUARDIAN INSURANCEVision234November$2,724
UNITED OF OMAHA LIFE INSURANCE COMPANYLife271November$635

Questions

Who is CASA MECHANICAL SERVICES LTD's benefits broker?

Per its most recent Form 5500 Schedule A, CASA MECHANICAL SERVICES LTD's broker of record is FROST INSURANCE AGENCY, INC..

What insurance carrier does CASA MECHANICAL SERVICES LTD use?

CASA MECHANICAL SERVICES LTD's benefit plan is written through GUARDIAN INSURANCE, among 7 disclosed carriers.

When does CASA MECHANICAL SERVICES LTD's group plan renew?

The most recent Schedule A policy period for CASA MECHANICAL SERVICES LTD ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CASA MECHANICAL SERVICES LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.