Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$178K
- Life$170K
- Short-term disability$170K
- Long-term disability$170K
- Dental$123K
Filings through .
Customized Energy Solutions Ltd
EIN 25-1811123utilitiesLatest filing 2025
Plans
2
Retirement
1
$40.6M assets
Health & Benefits
1
$302K premiums
Participants
495
1528 WALNUT ST, 22ND FLOOR - PHILADELPHIA, PA 19102215-875-9440ces-ltd.comLinkedIn201-500 employeesutilities
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $302K premiums / 338 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN
401(k)
Assets$40.6M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$302K
Covered lives338
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN | 401(k) | $40.6M | 224 | 2024 |
- #002 · 401(k) · 2024224
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $302K | 338 | 2025 |
- #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025338
Retirement plans
Health & Benefits plans