Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$251K
- Life$251K
- Short-term disability$251K
- Long-term disability$251K
- Other$251K
- Dental$238K
Sponsor portfolio
DON LEE DISTRIBUTOR, INC.
EIN 38-1897240Latest filing 2025
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$489K premiums
Participants
716
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $489K premiums / 524 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA51%
- DELTA DENTAL OF CALIFORNIA49%
Broker market share
Schedule A broker compensation
48%top
- BEV CAP MANAGEMENT LLC48%
- BEVCAP MANAGEMENT LLC32%
- PROFESSIONAL GROUP PLANS INC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE DON LEE AND AFFILIATES 401(K) RETIREMENT PLAN
401k
Assets$40.4M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DON LEE DISTRIBUTOR, INC. DBA WEST SIDE BEER DISTRIBUTING EMPLOYEE WELFARE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$489K
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DON LEE AND AFFILIATES 401(K) RETIREMENT PLAN | 401k | $40.4M | 411 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DON LEE DISTRIBUTOR, INC. DBA WEST SIDE BEER DISTRIBUTING EMPLOYEE WELFARE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $489K | 524 | 2025 |
Retirement plans
Welfare plans