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Sponsor portfolioWelfare / HealthEIN 51-0584320

DATA AND CONTACT MANAGEMENT SOLUTIONS LLC

1550 AMERICAN BLVD EAST · BLOOMINGTON, MN 55425
6122438454
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
555
No prior year
Total participants
534
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.5M
DATA AND CONTACT MANAGEMENT SOLUTIONS LLC WELFARE PLAN
Mixed555 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M70.6%
Other$421K7.4%
Life$407K7.2%
Short-term disability$407K7.2%
Long-term disability$407K7.2%
Vision$30K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 410984460
H
$4.0M89.9%11458
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$407K9.1%11531
EYEMED VISION CARE
EIN 430949844
V
$30K0.7%11494
CURALINC HEALTHCARE
EIN 331206383
Oth
$13K0.3%11555

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO, BLUE CROSS AND BLUE SHIELD OF MINNESOTA$156K$13K$169K100.0%1

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
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