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

DRT STRATEGIES, INC.

EIN 20-0526356-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$2.7M premiums
Participants
495
1001 19TH STREET NORTH, SUITE 1200 - ARLINGTON, VA 22209888-508-1281drtstrategies.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$27.2M - 357 part#501Fully Insured-$2.7M - 188 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Health$2.5M
  • Dental$2.5M
  • Prescription drug$2.5M
  • Life$189K
  • Short-term disability$189K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • VISION SERVICE PLAN1%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • MARSH & MCLENNAN AGENCY LLC49%
  • MCGRIFF INSURANCE SERVICES INC26%
  • BROWN & BROWN INSURANCE SERVICES25%
Total $97K3 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

DRT STRATEGIES INC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$27.2M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DRT STRATEGIES INC. EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DRT STRATEGIES INC 401K PROFIT SHARING PLAN AND TRUST401k$27.2M3572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DRT STRATEGIES INC. EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M1882025
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