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Sponsor portfolio

DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC

EIN 51-0584320-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$4.5M premiums
Participants
1,056
1550 AMERICAN BLVD E, STE 200 - BLOOMINGTON, MN 554251116612-243-8620
Plans on this EIN
2 filings
#001401k-$25.0M - 522 part#501Mixed-$4.5M - 555 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 555 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Other$421K
  • Life$407K
  • Short-term disability$407K
  • Long-term disability$407K
  • Vision$30K
Total $4.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
  • EYEMED VISION CARE1%
  • CURALINC HEALTHCARE0%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $169K1 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

DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN

401k

Assets$25.0M
Participants522
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DATA AND CONTACT MANAGEMENT SOLUTIONS LLC WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$4.5M
Covered lives555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DATA AND CONTACT MANAGEMENT SOLUTIONS, LLC 401(K) RETIREMENT PLAN401k$25.0M5222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DATA AND CONTACT MANAGEMENT SOLUTIONS LLC WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA$4.5M5552025
Retirement plans
Welfare plans
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