PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TEAM DIRECT MANAGEMENT
Sponsor portfolio

TEAM DIRECT MANAGEMENT

EIN 20-2517424-Latest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$383K premiums
Participants
414
5509 WEST PINNACLE POINT DRIVE, SUITE 100 - ROGERS, AR 72758479-464-9494
Plans on this EIN
2 filings
#001401k-$25.0M - 245 part#501Mixed-$383K - 380 lives

Benefits portfolio analytics

1 plan / $383K premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$167K
  • Other$96K
  • Life$53K
  • Long-term disability$52K
  • Short-term disability$43K
  • Vision$25K
Total $383K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • DELTA DENTAL OF CALIFORNIA44%
  • BLUE CROSS OF CALIFORNIA7%
Total $383K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • BHC NEXT, LLC66%
  • ALLIANT INSURANCE SERVICES, INC.34%
Total $75K2 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

TEAM DIRECT MANAGEMENT 401(K) PROFIT SHARING PLAN

401k

Assets$25.0M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEAM DIRECT MANAGEMENT HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL PLAN OF ARKANSAS

Premiums$383K
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEAM DIRECT MANAGEMENT 401(K) PROFIT SHARING PLAN401k$25.0M2452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEAM DIRECT MANAGEMENT HEALTH & WELFARE PLANMixedDELTA DENTAL PLAN OF ARKANSAS$383K3802025
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