Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$118K
- Other$6K
Sponsor portfolio
CUSTOMIZED ENERGY SOLUTIONS, LTD.
EIN 25-1811123utilitiesLatest filing 2024
Plans
2
Retirement
1
$40.6M assets
Welfare
1
$125K premiums
Participants
399
1528 WALNUT STREET, 22ND FLOOR - PHILADELPHIA, PA 19102267-238-4786ces-ltd.comLinkedIn201-500 employeesutilities
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $125K premiums / 344 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- AETNA LIFE INSURANCE COMPANY95%
- PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES5%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN
401k
Assets$40.6M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$125K
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN | 401k | $40.6M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $125K | 344 | 2024 |
Retirement plans
Welfare plans