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  2. Relate, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

Relate, Inc.

EIN 41-0993494-health, wellness and fitness-Latest filing 2025
Plans
3
Retirement
1
$3.7M assets
Health & Benefits
2
$109K premiums
Participants
350
5125 COUNTY ROAD 101, SUITE 300 - MINNETONKA, MN 55345952-932-7277relatetoday.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
3 filings
#002401(k)-$3.7M - 140 part#501Fully insured-$98K - 102 lives#502Fully insured-$11K - 108 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $109K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Other$109K
Total $109K4 rows
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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

RELATE, INC. 401(K) PLAN

401(k)

Assets$3.7M
Participants140
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RELATE, INC. GROUP LIFE PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$98K
Covered lives102
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

RELATE, INC. GROUP LIFE AND DISABILITY PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$11K
Covered lives108
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002RELATE, INC. 401(K) PLAN401(k)$3.7M1402025
  • RELATE, INC. 401(K) PLAN$3.7M
    #002 · 401(k) · 2025140

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RELATE, INC. GROUP LIFE PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$98K1022025
#502RELATE, INC. GROUP LIFE AND DISABILITY PLANFully insuredMETROPOLITAN LIFE INSURANCE COMPANY$11K1082025
  • RELATE, INC. GROUP LIFE PLAN$98K
    #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025102
  • RELATE, INC. GROUP LIFE AND DISABILITY PLAN$11K
    #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025108
Retirement plans
Health & Benefits plans

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