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  2. CREATIVE COMMUNITY LIVING SERVICES, INC.
Sponsor portfolioTH

CREATIVE COMMUNITY LIVING SERVICES, INC.

EIN 39-1195540-individual & family services-Latest filing 2025
Plans
4
Retirement
1
$5.4M assets
Welfare
3
$1.0M premiums
Participants
604
500 EAST MAIN STREET - WATERTOWN, WI 53094920-261-1345cclswi.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
4 filings
#001401k-$5.4M - 266 part#504Fully Insured-$943K - 123 lives#505Fully Insured-$59K - 97 lives#506Fully Insured-$5K - 157 lives

Benefits portfolio analytics

3 plans / $1.0M premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$943K
  • Prescription drug$943K
  • Dental$59K
  • Life$5K
  • Other$5K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION94%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $32K1 slice

Plan deep-dives

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

CCLS, INC. 401(K) PLAN

401k

Assets$5.4M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CREATIVE COMMUNITY LIVING SERVICE INC HEALTH PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$943K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

CREATIVE COMMUNITY LIVING SERVICE INC DENTAL PLAN

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$59K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

CREATIVE COMMUNITY LIVING SERVICE INC LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$5K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CCLS, INC. 401(K) PLAN401k$5.4M2662024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CREATIVE COMMUNITY LIVING SERVICE INC HEALTH PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$943K1232025
505CREATIVE COMMUNITY LIVING SERVICE INC DENTAL PLANFully InsuredDELTA DENTAL OF WISCONSIN$59K972025
506CREATIVE COMMUNITY LIVING SERVICE INC LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$5K1572025
Retirement plans
Welfare plans
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