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  2. DMI COMPANIES, INC.
Sponsor portfolio

DMI COMPANIES, INC.

EIN 25-1335081-building materials-Latest filing 2025
Plans
3
Retirement
2
$31.5M assets
Welfare
1
$2.4M premiums
Participants
528
210 FIFTH STREET - CHARLEROI, PA 15022724-258-0500dmicompanies.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
3 filings
#002401k-$29.9M - 194 part#001401k-$1.6M - 166 part#501Fully Insured-$2.4M - 292 lives

Retirement portfolio analytics

2 plans aggregated / $31.5M assets / 360 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • AFFILIATED COMPANIES 401(K) (#002)95%
  • PROFIT SHARING PLAN (#001)5%
Total $31.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AFFILIATED COMPANIES 401(K) (#002)194
  • PROFIT SHARING PLAN (#001)166
Total 360Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$84K
  • Life$48K
  • Other$48K
  • Short-term disability$45K
  • Long-term disability$24K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HENDERSON BROTHERS, INC.92%
  • CENTRO BENEFITS RESEARCH LLC5%
  • WATCHTOWER BENEFITS, LLC3%
  • ROYAL OAK BENEFITS & INVESTMENTS LL0%
  • ASSUREDPARTNERS0%
Total $62K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN

401k

Assets$29.9M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DMI COMPANIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DMI COMPANIES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - HIGHMARK, INC.

Premiums$2.4M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN401k$29.9M1942024
001DMI COMPANIES, INC. 401(K) PROFIT SHARING PLAN401k$1.6M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DMI COMPANIES, INC. EMPLOYEE BENEFIT PLANFully InsuredHIGHMARK, INC.$2.4M2922025
Retirement plans
Welfare plans
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