PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Customer Elation, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Customer Elation, Inc.

EIN 41-1743772-outsourcing/offshoring-Latest filing 2025
Plans
5
Retirement
1
$3.6M assets
Health & Benefits
4
$166K premiums
Participants
801
9740 GRAND AVE. S. - BLOOMINGTON, MN 55420952-884-8106customerelation.comLinkedIn501-1000 employeesoutsourcing/offshoring
Plans on this EIN
5 filings
#001401(k)-$3.6M - 336 part#503Fully insured-$78K - 116 lives#504Fully insured-$75K - 132 lives#505Fully insured-$13K - 126 lives#502Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Benefits portfolio analytics

4 plans / $166K premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$78K
  • Short-term disability$78K
  • Long-term disability$78K
  • Other$78K
  • Dental$75K
  • Vision$13K
Total $166K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CUSTOMER ELATION, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.6M
Participants336
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

CUSTOMER ELATION, INC. EMPLOYEE LIFE-AD&D PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$78K
Covered lives116
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

CUSTOMER ELATION, INC. EMPLOYEE DENTAL PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$75K
Covered lives132
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

CUSTOMER ELATION, INC. VISION PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$13K
Covered lives126
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CUSTOMER ELATION EMPLOYEE MEDICAL PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CUSTOMER ELATION, INC. 401(K) PROFIT SHARING PLAN401(k)$3.6M3362025
  • CUSTOMER ELATION, INC. 401(K) PROFIT SHARING PLAN$3.6M
    #001 · 401(k) · 2025336

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503CUSTOMER ELATION, INC. EMPLOYEE LIFE-AD&D PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$78K1162025
#504CUSTOMER ELATION, INC. EMPLOYEE DENTAL PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$75K1322025
#505CUSTOMER ELATION, INC. VISION PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$13K1262025
#502CUSTOMER ELATION EMPLOYEE MEDICAL PLANSelf-funded-$002025
  • CUSTOMER ELATION, INC. EMPLOYEE LIFE-AD&D PLAN$78K
    #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025116
  • CUSTOMER ELATION, INC. EMPLOYEE DENTAL PLAN$75K
    #504 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025132
  • CUSTOMER ELATION, INC. VISION PLAN$13K
    #505 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025126
  • CUSTOMER ELATION EMPLOYEE MEDICAL PLAN$0
    #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica