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Sponsor portfolio

CLEO COMMUNICATIONS HOLDING LLC

EIN 45-4983187-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$600K premiums
Participants
590
4949 HARRISON AVENUE - ROCKFORD, IL 61108815-282-7600LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$30.5M - 332 part#520Mixed-$600K - 273 lives

Benefits portfolio analytics

1 plan / $600K premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$600K
  • Vision$600K
  • Life$600K
  • Short-term disability$600K
  • Long-term disability$600K
  • Other$600K
Total $600K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $600K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLEO COMMUNICATIONS HOLDING, LLC 401(K) PLAN

401k

Assets$30.5M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

CLEO COMMUNICATIONS WRAP PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$600K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEO COMMUNICATIONS HOLDING, LLC 401(K) PLAN401k$30.5M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520CLEO COMMUNICATIONS WRAP PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$600K2732025
Retirement plans
Welfare plans
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