Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DVL GROUP, INC.
EIN 23-2333687information technology and servicesLatest filing 2025
Plans
3
Retirement
2
$164.0M assets
Welfare
1
$2.4M premiums
Participants
562
115 SINCLAIR ROAD - BRISTOL, PA 19007215-826-1112dvlnet.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $164.0M assets / 383 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- (Not disclosed)83%
- ALERUS FINANCIAL, N.A.17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 326 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Other$157K
- Life$120K
- Short-term disability$120K
- Long-term disability$120K
- Dental$110K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- DELTA DENTAL OF CALIFORNIA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DVL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$136.5M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DVL GROUP 401(K) PLAN
401k
Assets$27.5M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
DVL GROUP, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS - PPO
Premiums$2.4M
Covered lives326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DVL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $136.5M | 198 | 2024 | |
| 001 | DVL GROUP 401(K) PLAN | 401k | $27.5M | 185 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | DVL GROUP, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS - PPO | $2.4M | 326 | 2025 |
Retirement plans
Welfare plans