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Sponsor portfolio

DEAN DISTRIBUTING, INC.

EIN 39-1040720-wholesale-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$50K premiums
Participants
266
PO BOX 8326 - GREEN BAY, WI 543088326920-469-6500deandist.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#003401k-$18.2M - 154 part#501Mixed-$50K - 111 lives

Benefits portfolio analytics

1 plan / $50K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$27K
  • Life$21K
  • Long-term disability$14K
  • Vision$6K
  • Short-term disability$2K
Total $50K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY87%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
Total $50K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • FORSITE BENEFIT PARTNERS78%
  • UNITED OF OMAHA LIFE INSURANCE CO22%
Total $10K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DEAN DISTRIBUTING, INC. PROFIT SHARING 401(K) PLAN & TRUST

401k

Assets$18.2M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEAN DISTRIBUTING, INC. LIFE INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$50K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003DEAN DISTRIBUTING, INC. PROFIT SHARING 401(K) PLAN & TRUST401k$18.2M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEAN DISTRIBUTING, INC. LIFE INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$50K1112025
Retirement plans
Welfare plans
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