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DISTRIBUTION ALTERNATIVES

EIN 41-0791842-warehousing-Latest filing 2024
Plans
3
Retirement
2
$9.4M assets
Welfare
1
$192K premiums
Participants
908
6870 21ST AVENUE S - LINO LAKES, MN 55038651-639-5917daserv.comLinkedIn201-500 employeeswarehousing
Plans on this EIN
3 filings
#002401k-$8.0M - 281 part#003ESOP-$1.3M - 306 part#501Mixed-$192K - 332 lives

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 587 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • ALTERNATIVES RETIREMENT Saving... (#002)86%
  • EMPLOYEE STOCK OWNERSHIP (#003)14%
Total $9.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • ADP BROKER-DEALER86%
  • (Not disclosed)14%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)306
  • ALTERNATIVES RETIREMENT Saving... (#002)281
Total 587Click row to drill in

Benefits portfolio analytics

1 plan / $192K premiums / 332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$192K
  • Vision$192K
  • Life$192K
  • Other$192K
Total $192K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $192K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • CAMBRIDGE LIFE BROKERAGE LLC69%
  • GIS BENEFITS INC31%
Total $46K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DISTRIBUTION ALTERNATIVES RETIREMENT SAVINGS PLAN

401k

Assets$8.0M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DISTRIBUTION ALTERNATIVES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.3M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DISTRIBUTION ALTERNATIVES HEALTH & WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$192K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DISTRIBUTION ALTERNATIVES RETIREMENT SAVINGS PLAN401k$8.0M2812024
003DISTRIBUTION ALTERNATIVES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.3M3062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DISTRIBUTION ALTERNATIVES HEALTH & WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$192K3322024
Retirement plans
Welfare plans
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