Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$109K
- Short-term disability$109K
- Long-term disability$109K
- Other$109K
Sponsor portfolio
RELATE, INC.
EIN 41-0993494health, wellness and fitnessLatest filing 2025
Plans
3
Retirement
1
$3.7M assets
Welfare
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 filingsBenefits portfolio analytics
2 plans / $109K premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA90%
- METROPOLITAN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
56%top
- MARSH & MCLENNAN AGENCY LLC56%
- GIS BENEFITS INC44%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RELATE, INC. 401(K) PLAN
401k
Assets$3.7M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RELATE, INC. GROUP LIFE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$98K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
RELATE, INC. GROUP LIFE AND DISABILITY PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$11K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RELATE, INC. 401(K) PLAN | 401k | $3.7M | 140 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RELATE, INC. GROUP LIFE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $98K | 102 | 2025 | |
| 502 | RELATE, INC. GROUP LIFE AND DISABILITY PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $11K | 108 | 2025 |
Retirement plans
Welfare plans