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Sponsor portfolio

DAYTON-PHOENIX GROUP, INC.

EIN 31-1356760-railroad manufacture-Latest filing 2025
Plans
3
Retirement
2
$57.4M assets
Welfare
1
$310K premiums
Participants
729
1619 KUNTZ RD - DAYTON, OH 454041240937-496-3902dayton-phoenix.comLinkedIn201-500 employeesrailroad manufacture
Plans on this EIN
3 filings
#002401k-$40.9M - 268 part#001401k-$16.5M - 142 part#501Mixed-$310K - 671 lives

Retirement portfolio analytics

2 plans aggregated / $57.4M assets / 410 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#002)71%
  • PLAN AND TRUST (#001)29%
Total $57.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)268
  • PLAN AND TRUST (#001)142
Total 410Click row to drill in

Benefits portfolio analytics

1 plan / $310K premiums / 671 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$276K
  • Long-term disability$276K
  • Other$276K
  • Vision$34K
Total $310K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA89%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $310K3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • MARSH & MCLENNAN AGENCY LLC45%
  • WATCHTOWER BENEFITS, LLC36%
  • STEELE INSURANCE AND FINANCIAL SVCS16%
  • STEELE INSURANCE2%
  • SELERIX SYSTEMS INC1%
Total $22K5 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

DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST

401k

Assets$40.9M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAYTON-PHOENIX GROUP, INC. HOURLY EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST

401k

Assets$16.5M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAYTON-PHOENIX EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY

Premiums$310K
Covered lives671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST401k$40.9M2682024
001DAYTON-PHOENIX GROUP, INC. HOURLY EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST401k$16.5M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAYTON-PHOENIX EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY$310K6712025
Retirement plans
Welfare plans
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