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Sponsor portfolio

CUSTOMER ENGINEERING SERVICES, LLC

EIN 20-0641687-Latest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$522K premiums
Participants
765
P.O. BOX 3770 - COPPELL, TX 75019907-229-4356
Plans on this EIN
2 filings
#001401k-$24.6M - 477 part#501Mixed-$522K - 369 lives

Benefits portfolio analytics

1 plan / $522K premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$317K
  • Life$262K
  • Short-term disability$262K
  • Long-term disability$262K
  • Dental$206K
  • Vision$24K
Total $522K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY35%
  • RELIASTAR LIFE INSURANCE COMPANY9%
  • AMERITAS LIFE INSURANCE CORP.5%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $522K5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ASSUREDPARTNERS98%
  • AP BENEFIT ADVISORS, LLC2%
  • IOPT LLC0%
Total $90K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CES 401(K) PLAN

401k

Assets$24.6M
Participants477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CUSTOMER ENGINEERING SERVICES, LLC HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$522K
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CES 401(K) PLAN401k$24.6M4772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CUSTOMER ENGINEERING SERVICES, LLC HEALTH & WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$522K3692025
Retirement plans
Welfare plans
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