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Sponsor portfolio

DON SERVICES, INC.

EIN 33-1120614-medical practice-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$684K premiums
Participants
564
101 SOUTH MERCER STREET, SUITE 210 - NEW CASTLE, PA 16101724-652-5144LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.5M - 487 part#560Fully Insured-$684K - 341 lives

Benefits portfolio analytics

1 plan / $684K premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$563K
  • Prescription drug$563K
  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • Other$64K
  • +2 more
Total $684K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UPMC HEALTH OPTIONS82%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • BLUE CROSS OF CALIFORNIA2%
Total $684K4 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • DAVEVIC BENEFIT CONSULTANTS, INC.40%
  • ACRISURE LLC30%
  • DJME VENTURES, INC.26%
  • GA SOLUTIONS LLC3%
  • MARTIN INSURANCE GROUP2%
Total $42K5 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

DON SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.5M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

DON SERVICES, INC. WELFARE BENEFIT PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$684K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DON SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$2.5M4872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
560DON SERVICES, INC. WELFARE BENEFIT PLANFully InsuredUPMC HEALTH OPTIONS$684K3412025
Retirement plans
Welfare plans
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