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Sponsor portfolioWelfare / HealthEIN 41-1743772
CUSTOMER ELATION, INC.
9740 GRAND AVENUE SOUTH · BLOOMINGTON, MN 55420
9526530801
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$166K
No prior year
Persons covered
374
No prior year
Total participants
465
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$97K
CUSTOMER ELATION HEALTH AND WELFARE PLAN
Mixed89 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #503$78K
CUSTOMER ELATION, INC. EMPLOYEE LIFE-AD&D PLAN
Fully insured116 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$75K
CUSTOMER ELATION, INC. EMPLOYEE DENTAL PLAN
Fully insured132 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #505$13K
CUSTOMER ELATION, INC. VISION PLAN
Fully insured126 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$0
CUSTOMER ELATION EMPLOYEE MEDICAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $78K | 19.5% | |
| Short-term disability | $78K | 19.5% | |
| Long-term disability | $78K | 19.5% | |
| Other | $78K | 19.5% | |
| Dental | $75K | 18.6% | |
| Vision | $13K | 3.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | DVLSTDLTDOth | $166K | 100.0% | 3 | 3 | 374 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HAYS COMPANIES, INC. | MINNEAPOLIS, MN | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $4K | $16K | 66.2% | 3 |
| BROWN & BROWN INSURANCE SERVICES | MINNEAPOLIS, MN | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 33.8% | 3 |
History & trajectory
11 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