Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$106K
- Short-term disability$106K
- Long-term disability$106K
- Other$106K
Sponsor portfolio
DANIEL MARTIN, INC.
EIN 23-2565019Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$106K premiums
Participants
318
568 W. LANCASTER AVE - HAVERFORD, PA 19041888-804-3085
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $106K premiums / 149 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
109%top
- GIS BENEFITS INC109%
- KINTANA GROUP LLC-2%
- THE ELITE GROUP LLC-7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILKIE LEXUS 401K PROFIT SHARING PLAN
401k
Assets$18.2M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WILKIE LEXUS LIFE AND AD&D PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$106K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILKIE LEXUS 401K PROFIT SHARING PLAN | 401k | $18.2M | 169 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WILKIE LEXUS LIFE AND AD&D PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $106K | 149 | 2025 |
Retirement plans
Welfare plans