Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$1.2M
- Long-term disability$1.2M
Sponsor portfolio
DIMENSIONAL INVESTMENT, LLC
EIN 27-1346874commercial real estateLatest filing 2025
Plans
2
Retirement
1
$450.4M assets
Welfare
1
$1.2M premiums
Participants
3,085
6300 BEE CAVE ROAD, BUILDING ONE - AUSTIN, TX 78746512-306-2662LinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,268 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN
401k
Assets$450.4M
Participants1,907
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
DIMENSIONAL INVESTMENT LLC HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.2M
Covered lives1,268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | 401k | $450.4M | 1,907 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | DIMENSIONAL INVESTMENT LLC HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.2M | 1,268 | 2025 |
Retirement plans
Welfare plans