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Sponsor portfolio

DFS HOLDING COMPANY, INC

EIN 27-3895381-Latest filing 2025
Plans
2
Retirement
1
$29.8M assets
Welfare
1
$544K premiums
Participants
1,232
620 DARLING DRIVE, SUITE 100 - VERNON HILLS, IL 60061800-332-2500
Plans on this EIN
2 filings
#001401k-$29.8M - 688 part#504Mixed-$544K - 578 lives

Benefits portfolio analytics

1 plan / $544K premiums / 578 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$284K
  • Other$138K
  • Life$103K
  • Short-term disability$98K
  • Long-term disability$69K
  • Vision$24K
Total $544K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA37%
  • RELIASTAR LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $544K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $15K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DFS HOLDING COMPANY, LLC 401(K) PLAN

401k

Assets$29.8M
Participants688
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DFS HOLDING COMPANY, INC WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$544K
Covered lives578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DFS HOLDING COMPANY, LLC 401(K) PLAN401k$29.8M6882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DFS HOLDING COMPANY, INC WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$544K5782025
Retirement plans
Welfare plans
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