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Sponsor portfolio

DIMENSIONAL INNOVATIONS, INC.

EIN 43-1654292-design-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$315K premiums
Participants
581
3421 MERRIAM DRIVE - OVERLAND PARK, KS 66203913-384-3488dimin.comLinkedIn201-500 employeesdesign
Plans on this EIN
2 filings
#001401k-$17.0M - 322 part#501Mixed-$315K - 259 lives

Benefits portfolio analytics

1 plan / $315K premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
  • Other$150K
  • Dental$141K
  • Vision$24K
Total $315K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA48%
  • DELTA DENTAL OF CALIFORNIA45%
  • SURENCY LIFE AND HEALTH8%
Total $315K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HOLMES MURPHY & ASSOCIATES92%
  • AVANT SPECIALTY BENEFITS LLC8%
  • C2 CENTRIC LLC0%
Total $35K3 slices

Plan deep-dives

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

DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN

401k

Assets$17.0M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIMENSIONAL INNOVATIONS, INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$315K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN401k$17.0M3222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIMENSIONAL INNOVATIONS, INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$315K2592025
Retirement plans
Welfare plans
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