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Sponsor portfolio

DEALER E PROCESS, LLC

EIN 26-1499291-automotive-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$1.1M premiums
Participants
303
701 WARRENVILLE ROAD, SUITE 300 - LISLE, IL 60532630-925-1830dealereprocess.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$6.7M - 184 part#501Fully Insured-$1.1M - 212 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Other$44K
  • Life$39K
  • Short-term disability$39K
  • Vision$8K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • VISION SERVICE PLAN1%
  • HEALTHIEST YOU1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • D D & A INC65%
  • THE BOON INSURANCE AGENCY33%
  • DD&A INC2%
Total $81K3 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

DEALER E PROCESS, LLC RETIREMENT PLAN

401k

Assets$6.7M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEALER E PROCESS, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEALER E PROCESS, LLC RETIREMENT PLAN401k$6.7M1842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEALER E PROCESS, LLC EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M2122025
Retirement plans
Welfare plans
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