Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$324K
- Vision$324K
- Life$324K
- Short-term disability$324K
- Other$324K
Sponsor portfolio
DALY SEVEN, INC
EIN 54-1170916hospitalityLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$324K premiums
Participants
213
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $324K premiums / 236 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
76%top
- DIGITAL INSURANCE LLC76%
- ENROLLEASE24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
DALY SEVEN, INC. RETIREMENT SAVINGS PLAN
401k
Assets$4.8M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DALY SEVEN, INC. WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$324K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | DALY SEVEN, INC. RETIREMENT SAVINGS PLAN | 401k | $4.8M | 132 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DALY SEVEN, INC. WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $324K | 236 | 2025 |
Retirement plans
Welfare plans