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DISABLED AMERICAN VETERANS

EIN 31-0263158-civic & social organization-Latest filing 2024
Plans
5
Retirement
2
$148.6M assets
Welfare
3
$1.3M premiums
Participants
3,812
860 DOLWICK DRIVE - ERLANGER, KY 41018859-441-7300davauxiliary.orgLinkedIn1-10 employeescivic & social organization
Plans on this EIN
5 filings
#002401k-$77.0M - 770 part#001TraditionalDB-$71.5M - 826 part#560Fully Insured-$757K - 718 lives#557Mixed-$584K - 827 lives#525Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $148.6M assets / 1,596 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • DISABLED AMERICAN VETERANS (#002)52%
  • PENSION EQUITY PLAN (#001)48%
Total $148.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION EQUITY PLAN (#001)826
  • DISABLED AMERICAN VETERANS (#002)770
Total 1,596Click row to drill in

Benefits portfolio analytics

3 plans / $1.3M premiums / 1,545 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$594K
  • Life$578K
  • Long-term disability$578K
  • Dental$558K
  • Vision$558K
  • Health$188K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • METROPOLITAN LIFE INSURANCE COMPANY85%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • VIRGINIA SURETY COMPANY0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HORAN ASSOCIATES INC.89%
  • HUB INTERNATIONAL MIDWEST LIMITED11%
Total $103K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF DISABLED AMERICAN VETERANS

401k

Assets$77.0M
Participants770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DISABLED AMERICAN VETERANS RETIREMENT / PENSION EQUITY PLAN

TraditionalDB

Assets$71.5M
Participants826
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

DAV BENEFLEX WRAP AROUND PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$757K
Covered lives718
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#557

DAV LIFE & RETIREE WELFARE BENEFIT WRAP AROUND PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$584K
Covered lives827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

DISABLED AMERICAN VETERANS PAID TIME OFF & TRUST

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF DISABLED AMERICAN VETERANS401k$77.0M7702024
001DISABLED AMERICAN VETERANS RETIREMENT / PENSION EQUITY PLANTraditionalDB$71.5M8262024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
560DAV BENEFLEX WRAP AROUND PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$757K7182024
557DAV LIFE & RETIREE WELFARE BENEFIT WRAP AROUND PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$584K8272024
525DISABLED AMERICAN VETERANS PAID TIME OFF & TRUSTUnknown-$002024
Retirement plans
Welfare plans
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