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Sponsor portfolio

CUSTOMER ELATION, INC.

EIN 41-1743772-outsourcing/offshoring-Latest filing 2025
Plans
5
Retirement
1
$3.1M assets
Welfare
4
$166K premiums
Participants
810
9740 GRAND AVENUE SOUTH - BLOOMINGTON, MN 55420952-653-0801customerelation.comLinkedIn501-1000 employeesoutsourcing/offshoring
Plans on this EIN
5 filings
#001401k-$3.1M - 345 part#503Fully Insured-$78K - 116 lives#504Fully Insured-$75K - 132 lives#505Fully Insured-$13K - 126 lives#502Self Funded-0 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $166K1 slice

Broker market share

Schedule A broker compensation

Split broker
66%top
  • HAYS COMPANIES, INC.66%
  • BROWN & BROWN INSURANCE SERVICES34%
Total $25K2 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

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

401k

Assets$3.1M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

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

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$78K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CUSTOMER ELATION, INC. EMPLOYEE DENTAL PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$75K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

CUSTOMER ELATION, INC. VISION PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$13K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CUSTOMER ELATION EMPLOYEE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CUSTOMER ELATION, INC. 401(K) PROFIT SHARING PLAN401k$3.1M3452024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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