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  2. DIRECT SUPPLY, INC.
Sponsor portfolio

DIRECT SUPPLY, INC.

EIN 39-1519806-hospital & health care-Latest filing 2024
Plans
4
Retirement
1
$346.1M assets
Welfare
3
$720K premiums
Participants
5,214
7301 W CHAMPIONS WAY - MILWAUKEE, WI 532231211414-358-2805directsupply.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#001401k-$346.1M - 1,765 part#502Mixed-$527K - 2,350 lives#510Fully Insured-$193K - 1,099 lives#505Unknown-0 lives

Benefits portfolio analytics

3 plans / $720K premiums / 3,449 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$395K
  • Long-term disability$193K
  • Life$187K
  • Vision$131K
Total $720K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA82%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
Total $720K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$346.1M
Participants1,765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTH AND WELFARE PLAN OF DIRECT SUPPLY INC

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$527K
Covered lives2,350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

DIRECT SUPPLY INC LTD BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$193K
Covered lives1,099
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DIRECT SUPPLY INC EMPLOYEE ASSISTANCE PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN401k$346.1M1,7652024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTH AND WELFARE PLAN OF DIRECT SUPPLY INCMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$527K2,3502024
510DIRECT SUPPLY INC LTD BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$193K1,0992024
505DIRECT SUPPLY INC EMPLOYEE ASSISTANCE PLANUnknown-$002024
Retirement plans
Welfare plans
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