Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$651K
- Vision$651K
- Short-term disability$58K
- Dental$7K
Filings through .
Elizabeth Charles Corporation Dba Spalon Montage
EIN 41-1758248retailLatest filing 2025
Plans
7
Retirement
1
$8.0M assets
Health & Benefits
6
$755K premiums
Participants
734
6121 BAKER ROAD, SUITE 108 - MINNETONKA, MN 553455961952-918-6822elizabethchev.comLinkedIn1-10 employeesretail
Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.
Benefits portfolio analytics
6 plans / $755K premiums / 456 covered lives
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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#001
ELIZABETH CHARLES CORPORATION 401(K) PROFIT SHARING PLAN
401(k)
Assets$8.0M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
HEALTH INSURANCE
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$651K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
SHORT TERM DISABILITY INSURANCE PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$58K
Covered lives73
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
LONG TERM DISABILITY INSURANCE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$28K
Covered lives73
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
GROUP LIFE INSURANCE
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$9K
Covered lives78
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
DENTAL
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7K
Covered lives75
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
AD&D INSURANCE
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2K
Covered lives44
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ELIZABETH CHARLES CORPORATION 401(K) PROFIT SHARING PLAN | 401(k) | $8.0M | 278 | 2025 |
- #001 · 401(k) · 2025278
Health & Benefits plans
6 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HEALTH INSURANCE | Fully insured | UNITED HEALTHCARE INSURANCE COMPANY | $651K | 113 | 2024 |
| #503 | SHORT TERM DISABILITY INSURANCE PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $58K | 73 | 2024 |
| #505 | LONG TERM DISABILITY INSURANCE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | 73 | 2024 |
| #504 | GROUP LIFE INSURANCE | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | 78 | 2024 |
| #501 | DENTAL | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | 75 | 2024 |
| #506 | AD&D INSURANCE | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | 44 | 2024 |
- HEALTH INSURANCE$651K#502 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2024113
- #503 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 202473
- #505 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 202473
- #504 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 202478
- DENTAL$7K#501 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 202475
- #506 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 202444
Retirement plans
Health & Benefits plans