Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$124K
- Short-term disability$35K
- Other$29K
Sponsor portfolio
MATESICH DISTRIBUTING CO.
EIN 31-0951279wholesaleLatest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$159K premiums
Participants
214
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $159K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- DELTA DENTAL OF CALIFORNIA60%
- NORTHWESTERN MUTUAL22%
- AMERICAN UNITED LIFE INSURANCE COMPANY18%
Broker market share
Schedule A broker compensation
52%top
- CLEARPATH BENEFIT ADVISORS LLC52%
- JEFFERY W JAMES27%
- THE JAMES B OSWALD COMPANY16%
- KEMELGOR FNCL GRP INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MATESICH DISTRIBUTING CO. PROFIT SHARING 401(K) PLAN
401k
Assets$12.5M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
MATESICH DISTRIBUTING CO EMPLOYEE BENEFIT PLAN
Mixed - DELTA DENTAL OF OHIO
Premiums$159K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATESICH DISTRIBUTING CO. PROFIT SHARING 401(K) PLAN | 401k | $12.5M | 114 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | MATESICH DISTRIBUTING CO EMPLOYEE BENEFIT PLAN | Mixed | DELTA DENTAL OF OHIO | $159K | 102 | 2025 |
Retirement plans
Welfare plans