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Sponsor portfolio

DIRECTIONS RESEARCH, INC.

EIN 31-1236894-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$57.7M assets
Welfare
2
$5.3M premiums
Participants
611
401 EAST COURT STREET - CINCINNATI, OH 45202513-651-2990
Plans on this EIN
3 filings
#001401k-$57.7M - 228 part#503Fully Insured-$2.7M - 371 lives#502Fully Insured-$2.6M - 421 lives

Benefits portfolio analytics

2 plans / $5.3M premiums / 792 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Prescription drug$4.9M
  • Dental$308K
  • Life$115K
  • Long-term disability$115K
  • Other$115K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • COMMUNITY INSURANCE COMPANY48%
  • HUMANA INSURANCE COMPANY44%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • BENEFIT RESOURCES, INC.1%
  • INSURANCE ASSOCIATES PLUS, INC.0%
Total $210K3 slices

Plan deep-dives

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

DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$57.7M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DIRECTIONS RESEARCH, INC. BENEFIT PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$2.7M
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DIRECTIONS RESEARCH, INC. WELFARE BENEFIT PLAN

Fully Insured - HUMANA HEALTH PLAN OF OHIO, INC.

Premiums$2.6M
Covered lives421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN401k$57.7M2282025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DIRECTIONS RESEARCH, INC. BENEFIT PLANFully InsuredCOMMUNITY INSURANCE COMPANY$2.7M3712024
502DIRECTIONS RESEARCH, INC. WELFARE BENEFIT PLANFully InsuredHUMANA HEALTH PLAN OF OHIO, INC.$2.6M4212024
Retirement plans
Welfare plans
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