PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CERENITY SENIOR CARE
Sponsor portfolio

CERENITY SENIOR CARE

EIN 36-3517696-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$28.3M assets
Welfare
1
$1.8M premiums
Participants
2,482
6499 UNIVERSITY AVE. NE, SUITE 300 - MINNEAPOLIS, MN 55432651-259-6236cerenityseniorcare.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$18.3M - 1,160 part#002ProfitSharing-$10.0M - 975 part#501Mixed-$1.8M - 183 lives

Retirement portfolio analytics

2 plans aggregated / $28.3M assets / 2,135 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • SENIOR CARE 403(B) (#001)65%
  • EMPLOYEE RETIREMENT PLAN (#002)35%
Total $28.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SENIOR CARE 403(B) (#001)1,160
  • EMPLOYEE RETIREMENT PLAN (#002)975
Total 2,135Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Other$55K
  • Life$49K
  • Short-term disability$49K
  • Long-term disability$49K
  • Vision$9K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • EYEMED VISION CARE1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • DIGITAL INSURANCE LLC95%
  • ENROLLEASE5%
Total $41K2 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

CERENITY SENIOR CARE 403(B) PLAN

403b

Assets$18.3M
Participants1,160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CERENITY SENIOR CARE EMPLOYEE RETIREMENT PLAN

ProfitSharing

Assets$10.0M
Participants975
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CERENITY SENIOR CARE HEALTH AND WELFARE PLAN

Mixed - BCBSMN, INC, D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$1.8M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CERENITY SENIOR CARE 403(B) PLAN403b$18.3M1,1602024
002CERENITY SENIOR CARE EMPLOYEE RETIREMENT PLANProfitSharing$10.0M9752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CERENITY SENIOR CARE HEALTH AND WELFARE PLANMixedBCBSMN, INC, D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA$1.8M1832025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica