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Sponsor portfolioTH

DTF MANAGEMENT AND CONSULTING, LLC

EIN 47-4678058-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$3.4M premiums
Participants
6,263
440 EAST HUNTINGTON DRIVE, #401 - ARCADIA, CA 91006626-330-8890
Plans on this EIN
2 filings
#001401k-$10.5M - 4,762 part#501Fully Insured-$3.4M - 2,227 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 2,227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$340K
  • Vision$340K
  • Life$9K
  • Short-term disability$8K
  • Long-term disability$4K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $7441 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

DIN TAI FUNG RETIREMENT PLAN

401k

Assets$10.5M
Participants4,762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DTF MANAGEMENT AND CONSULTING HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives2,227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIN TAI FUNG RETIREMENT PLAN401k$10.5M4,7622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DTF MANAGEMENT AND CONSULTING HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.4M2,2272025
Retirement plans
Welfare plans
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