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CUSTOMIZED ENERGY SOLUTIONS LTD
Sponsor portfolio
Welfare / Health
EIN
251811123
CUSTOMIZED ENERGY SOLUTIONS LTD
d/b/a CUSTOMIZED ENERGY SOLUTIONS
1528 WALNUT ST · PHILADELPHIA, PA 19102
2158759440
Plans filed
1
Years active
2017–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
i
$125K
No prior year
Persons covered
i
344
No prior year
Total participants
i
175
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$125K
CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN
Mixed
344 covered
·
3 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Dental
$118K
94.8%
Other
$6K
5.2%
Carrier overview
3 carriers · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
D
$118K
94.8%
1
1
344
PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES
EIN 431613278
Oth
$6K
5.2%
1
1
175
METROPOLITAN LIFE INSURANCE COMPANY
EIN 122345678
$0
0.0%
1
1
175
History & trajectory
8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN
344 covered · 3 contracts
$125K
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Provider details
Schedule C providers, welfare brokers and carriers
6 providers
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
18 documents - 2 plans - 10 years