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Sponsor portfolio

CELERO COMMERCE LLC

EIN 85-1129736-financial services-Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$4.5M premiums
Participants
729
100 WESTWOOD PLACE, SUITE 200 - BRENTWOOD, TN 37027615-612-0941celerocommerce.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$21.1M - 414 part#501Fully Insured-$4.5M - 665 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 665 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Vision$4.1M
  • Other$243K
  • Life$200K
  • Short-term disability$200K
  • Long-term disability$200K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA4%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • SYMETRA LIFE INSURANCE COMPANY3%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • BURNHAM BENEFITS INSURANCE SERVICES55%
  • ALLIANT INSURANCE SERVICES, INC.13%
  • CLINT L SCOTT10%
  • KURT DEGROSZ10%
  • ADRIENNE JOHNSON5%
  • +3 more
Total $343K8 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

CELERO COMMERCE 401(K) PLAN

401k

Assets$21.1M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CELERO SERVICES CORPORATION WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TENNESSEE

Premiums$4.5M
Covered lives665
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CELERO COMMERCE 401(K) PLAN401k$21.1M4142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CELERO SERVICES CORPORATION WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF TENNESSEE$4.5M6652025
Retirement plans
Welfare plans
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