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Sponsor portfolio

DUCHARME, MCMILLEN & ASSOCIATES, INC.

EIN 35-1293472-Latest filing 2025
Plans
3
Retirement
2
$239.6M assets
Welfare
1
$517K premiums
Participants
2,420
828 S HARRISON ST STE 650 - FORT WAYNE, IN 468022206800-309-2110
Plans on this EIN
3 filings
#100ESOP-$170.3M - 862 part#006401k-$69.3M - 780 part#501Mixed-$517K - 761 lives

Retirement portfolio analytics

2 plans aggregated / $239.6M assets / 1,642 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#100)71%
  • INC. 401(K) Savings (#006)29%
Total $239.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#100)862
  • INC. 401(K) Savings (#006)780
Total 1,642Click row to drill in

Benefits portfolio analytics

1 plan / $517K premiums / 761 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$517K
  • Short-term disability$517K
  • Long-term disability$517K
  • Other$517K
Total $517K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $517K1 slice

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HYLANT GROUP INC81%
  • FMLASOURCE INC12%
  • UNITED OF OMAHA LIFE INSURANCE CO7%
Total $95K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#100

DUCHARME, MCMILLEN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$170.3M
Participants862
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

DUCHARME, MCMILLEN & ASSOCIATES, INC. 401(K) SAVINGS PLAN

401k

Assets$69.3M
Participants780
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DUCHARME, MCMILLEN & ASSOCIATES, INC. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$517K
Covered lives761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
100DUCHARME, MCMILLEN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$170.3M8622024
006DUCHARME, MCMILLEN & ASSOCIATES, INC. 401(K) SAVINGS PLAN401k$69.3M7802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DUCHARME, MCMILLEN & ASSOCIATES, INC. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$517K7612025
Retirement plans
Welfare plans
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