Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$1.7M
- Vision$1.7M
- Life$138K
- Short-term disability$138K
- Long-term disability$138K
- +1 more
Filings through .
Sponsor portfolio
The Donaldson Group
EIN 52-2135284real estateLatest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$1.9M premiums
Participants
417
2400 RESEARCH BLVD, SUITE 400 - ROCKVILLE, MD 20850301-251-8980donaldsonmgt.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 710 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE DONALDSON GROUP, LLC
401(k)
Assets$5.0M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
THE DONALDSON GROUP WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives710
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DONALDSON GROUP, LLC | 401(k) | $5.0M | 209 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | THE DONALDSON GROUP WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 710 | 2025 |
Retirement plans
Welfare plans