PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DANA DISTRIBUTORS, INC.
Sponsor portfolio

DANA DISTRIBUTORS, INC.

EIN 14-1514305-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$20.1M assets
Welfare
1
$30K premiums
Participants
269
52 HATFIELD LANE - GOSHEN, NY 10924845-294-4100
Plans on this EIN
2 filings
#004401k-$20.1M - 124 part#501Fully Insured-$30K - 145 lives

Benefits portfolio analytics

1 plan / $30K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$30K
  • Vision$30K
  • Life$30K
  • Short-term disability$30K
  • Other$30K
Total $30K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $30K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CLARITY ENROLLMENT SOLUTIONS LLC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

DANA DISTRIBUTORS, INC. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$20.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DANA DISTRIBUTORS INC. BENEFITS PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$30K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004DANA DISTRIBUTORS, INC. 401K PROFIT SHARING PLAN AND TRUST401k$20.1M1242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DANA DISTRIBUTORS INC. BENEFITS PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$30K1452025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica