PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DOXA INSURANCE HOLDINGS, LLC
Sponsor portfolio

DOXA INSURANCE HOLDINGS, LLC

EIN 47-4868271-Latest filing 2025
Plans
3
Retirement
1
$53.1M assets
Welfare
2
$611K premiums
Participants
1,265
101 EAST WASHINGTON BOULEVARD - FORT WAYNE, IN 46802260-366-4194
Plans on this EIN
3 filings
#002401k-$53.1M - 566 part#501Mixed-$611K - 918 lives#507Self Funded-0 lives

Benefits portfolio analytics

2 plans / $611K premiums / 918 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$537K
  • Life$447K
  • Short-term disability$447K
  • Long-term disability$447K
  • Vision$74K
Total $611K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA88%
  • DELTA DENTAL OF CALIFORNIA12%
Total $611K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $90K1 slice

Plan deep-dives

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

DOXA INSURANCE HOLDINGS, LLC 401(K) PLAN

401k

Assets$53.1M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOXA INSURANCE HOLDINGS DENTAL PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$611K
Covered lives918
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

DOXA INSURANCE HOLDINGS MEDICAL PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DOXA INSURANCE HOLDINGS, LLC 401(K) PLAN401k$53.1M5662024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOXA INSURANCE HOLDINGS DENTAL PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$611K9182025
507DOXA INSURANCE HOLDINGS MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica