PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DIVERSIFIED MANAGEMENT GROUP, INC.
Sponsor portfolio

DIVERSIFIED MANAGEMENT GROUP, INC.

EIN 27-3524206-program development-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$514K premiums
Participants
380
2280 EASTRIDGE CENTER - EAU CLAIRE, WI 54701715-839-5233dmgcorp.comLinkedIn1001-5000 employeesprogram development
Plans on this EIN
2 filings
#003401k-$4.2M - 290 part#503Mixed-$514K - 91 lives

Benefits portfolio analytics

1 plan / $514K premiums / 91 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$34K
  • Life$25K
  • Long-term disability$9K
  • Vision$5K
Total $514K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $514K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DIVERSIFIED MANAGEMENT GROUP, INC. 401(K) PLAN

401k

Assets$4.2M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DMG COMPANY BENEFITS ERISA WRAP PLAN

Mixed - COMPCARE HEALTH SERVICES INSURANCE CORPORATION

Premiums$514K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003DIVERSIFIED MANAGEMENT GROUP, INC. 401(K) PLAN401k$4.2M2902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DMG COMPANY BENEFITS ERISA WRAP PLANMixedCOMPCARE HEALTH SERVICES INSURANCE CORPORATION$514K912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica