Form 5500 · Employee benefit plan · JACKSONVILLE, FL
THE CSI COMPANIES, INC.
Public Form 5500 records show how THE CSI COMPANIES, INC. (JACKSONVILLE, FL) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 14 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3270426 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 732 | December | $32,869 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 328 | December | $32,211 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 361 | December | $22,165 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 228 | December | $18,628 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 531 | December | $17,715 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 432 | December | $14,279 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 617 | December | $6,148 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 38 | December | $5,910 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 7 | December | $2,632 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 13 | December | $2,434 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 215 | December | $1,487 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 2 | May | $961 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 7 | December | $198 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 7 | December | $0 |
| COMPSYCH CORPORATION | — | 3,919 | December | $0 |
Questions
Who is THE CSI COMPANIES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE CSI COMPANIES, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does THE CSI COMPANIES, INC. use?
THE CSI COMPANIES, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 15 disclosed carriers.
When does THE CSI COMPANIES, INC.'s group plan renew?
The most recent Schedule A policy period for THE CSI COMPANIES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE CSI COMPANIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.