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  2. DOLLAR TREE, INC.
Sponsor portfolio

DOLLAR TREE, INC.

EIN 26-2018846-retail-Latest filing 2025
Plans
2
Retirement
1
$979.1M assets
Welfare
1
$38.5M premiums
Participants
167,017
500 VOLVO PARKWAY - CHESAPEAKE, VA 23320757-321-5000LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$979.1M - 105,623 part#501Mixed-$38.5M - 227,987 lives

Benefits portfolio analytics

1 plan / $38.5M premiums / 227,987 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$14.7M
  • Short-term disability$13.4M
  • Long-term disability$13.4M
  • Dental$9.0M
  • Life$6.6M
  • Vision$1.3M
Total $38.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA52%
  • DELTA DENTAL OF CALIFORNIA23%
  • SECURIAN LIFE INSURANCE COMPANY17%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • EYEMED VISION CARE3%
Total $38.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • LOCKTON COMPANIES, LLC89%
  • BENEFITFOCUS.COM, INC.11%
Total $1.8M2 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

DOLLAR TREE RETIREMENT SAVINGS PLAN

401k

Assets$979.1M
Participants105,623
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOLLAR TREE INC GROUP HEALTH BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$38.5M
Covered lives227,987
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOLLAR TREE RETIREMENT SAVINGS PLAN401k$979.1M105,6232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOLLAR TREE INC GROUP HEALTH BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$38.5M227,9872025
Retirement plans
Welfare plans
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