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Sponsor portfolio

DOUBLELINE GROUP LP

EIN 46-1265768-accounting-Latest filing 2025
Plans
2
Retirement
1
$79.0M assets
Welfare
1
$6.6M premiums
Participants
570
2002 NORTH TAMPA STREET, SUITE 200 - TAMPA, FL 33602213-633-8200the-doubleline.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$79.0M - 315 part#501Fully Insured-$6.6M - 756 lives

Benefits portfolio analytics

1 plan / $6.6M premiums / 756 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Vision$5.6M
  • Prescription drug$5.6M
  • Dental$497K
  • Other$455K
  • Life$399K
  • +2 more
Total $6.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • DELTA DENTAL OF CALIFORNIA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $6.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • ACRISURE LLC60%
  • DAVID J DIMARIA40%
Total $293K2 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

DOUBLELINE 401(K) & RETIREMENT SAVINGS PLAN

401k

Assets$79.0M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOUBLELINE GROUP LP HEALTH AND WELFARE PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$6.6M
Covered lives756
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOUBLELINE 401(K) & RETIREMENT SAVINGS PLAN401k$79.0M3152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOUBLELINE GROUP LP HEALTH AND WELFARE PLANFully InsuredBLUE SHIELD OF CALIFORNIA$6.6M7562025
Retirement plans
Welfare plans
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